Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donae? Claim Your ProfileDonae Denise Thomas is a financial advisor with Purshe Kaplan Sterling Investments. Donae is registered with FINRA and the state of Georgia. Donae has been in the financial industry since 2012. Donae holds Series 7, SIE, and Series 99TO licenses. Donae has previously worked at LPL FINANCIAL LLC, Truist Securities, Inc., Transamerica Financial Advisors, Inc, and FSC Securities Corporation.
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.
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.
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GA
08/16/2024 - Present
Purshe Kaplan Sterling Investments (Roswell GA)
GA
08/18/2023 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
05/24/2021 - 08/21/2023
TRUIST SECURITIES, INC. (ATLANTA GA)
FL
03/21/2018 - 01/02/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
GA
11/05/2010 - 02/26/2018
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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