Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Becker is a financial advisor with The Leaders Group, Inc. Donna has been in the industry since November 1997. Donna Becker's experience includes working with clients in Alabama, California, Florida, Virginia, and Washington. She is registered with FINRA and the state of Alabama, California, Florida, Virginia, and Washington. Donna Becker holds the Series 6 and SIE licenses.
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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2
CO
12/01/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
01/11/2007 - 12/18/2017
PROEQUITIES, INC. (ROSS CA)
CA
07/07/2005 - 12/31/2006
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NE
12/18/2002 - 07/11/2005
QA3 FINANCIAL CORP. (OMAHA NE)
CA
09/30/1999 - 12/18/2002
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
11/06/1998 - 09/22/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
11/03/1997 - 11/05/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/03/1997 - 11/05/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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