Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna A. Sheehy is a financial advisor with over 38 years of experience in the industry. Donna is currently registered with Osaic Wealth, Inc. and has held previous positions at E*TRADE SECURITIES LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., HARBOR FINANCIAL SERVICES, LLC, ARGUS SECURITIES, INC., FSC SECURITIES CORPORATION, RAYMOND JAMES & ASSOCIATES, INC., and FIDELITY BROKERAGE SERVICES, INC.. Donna is licensed in Florida and New Jersey. Donna is committed to providing her clients with comprehensive financial advice and personalized service.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
09/26/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
05/05/2021 - 06/28/2022
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
FL
06/03/2020 - 09/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Clearwater FL)
FL
06/22/2010 - 06/09/2020
HARBOR FINANCIAL SERVICES, LLC (Oldsmar FL)
FL
06/28/1999 - 06/18/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
10/30/1991 - 06/25/1999
ARGUS SECURITIES, INC. (HALLANDALE FL)
GA
10/26/1990 - 11/08/1991
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
01/16/1986 - 10/09/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
04/19/1983 - 09/27/1985
FIDELITY BROKERAGE SERVICES, INC.
BC
Issued 05/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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