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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cici? Claim Your ProfileCici Donnelly is a financial advisor who has been in the industry since July 4, 2015. Cici Donnelly is currently registered with Raymond James & Associates, Inc. and has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Cici Donnelly has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. Cici Donnelly specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/28/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NC
02/04/2017 - 07/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
VA
06/08/2015 - 01/19/2017
WELLS FARGO CLEARING SERVICES, LLC (HERNDON VA)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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