Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Bryant is a financial advisor who has been in the industry since 2002. Donna is currently registered with Osaic Wealth, Inc. as a Registered Representative, and she holds Series 7, Series 24, Series 63, and Series 65 licenses. Donna also holds a CPA license. Prior to joining Osaic Wealth, Inc., Donna worked at Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Royall Alliance Associates, Inc. Donna is a highly experienced financial advisor with a diverse background, including accounting. Donna's expertise includes financial planning, pension consulting, educational seminars, and portfolio management.
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.
1
2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CINCINNATI OH)
OH
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CINCINNATI OH)
OH
03/08/2002 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CINCINNATI OH)
IA
Issued 12/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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