Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donah? Claim Your ProfileDonah Marie Tavares is a financial advisor with Raymond James & Associates, Inc. Donah has been working in the financial services industry since 2001 and has a strong track record of success. Donah holds a Series 7, Series 63 and SIE license and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Donah specializes in providing comprehensive financial planning services, including investment management, retirement planning, and estate planning. Previously, Donah worked at UBS Financial Services Inc., Barclays Capital Inc., Lehman Brothers Inc., and Citigroup Global Markets Inc.
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
CA
11/10/2022 - Present
Raymond James & Associates, Inc. (BEVERLY HILLS CA)
CA
09/24/2008 - 10/31/2022
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
09/22/2008 - 10/16/2008
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
09/05/2003 - 09/22/2008
LEHMAN BROTHERS INC. (LOS ANGELES CA)
NY
08/03/2001 - 09/05/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities 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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