Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Bobak is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that manages over $1 trillion in client assets. Donna is a highly experienced financial professional with a strong track record of success in the industry. Donna has specialized in providing financial advice and investment services to both individuals and businesses. She has a deep understanding of the financial markets and a commitment to providing her clients with personalized service. Donna holds the Series 7, Series 9, Series 10, Series 31, Series 66, and Series 99TO licenses, in addition to state registrations. Donna is able to offer clients a range of investment products and services, including portfolio management, financial planning, and investment research. Donna is committed to helping her clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
02/22/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
01/31/2017 - 06/14/2017
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHFIELD MI)
BOTH
Issued 01/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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