Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Carol Gikas is a financial professional with over 27 years of experience in the industry. Donna is currently registered with LPL Financial LLC in Baltimore, MD. Donna has a strong track record of working with individuals, high-net-worth individuals, corporations, and other businesses. Prior to joining LPL Financial LLC, Donna was a registered representative with M&T Securities, Inc. Donna is licensed to sell securities in Maryland.
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.
Consulting and other non-discretionary advisory services
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.
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MD
06/09/2021 - Present
LPL Financial LLC (BALTIMORE MD)
MD
05/01/2003 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
MD
07/26/1999 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
MA
06/30/1997 - 06/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IN
12/16/1996 - 04/14/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
09/15/1995 - 12/17/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
04/15/1994 - 09/18/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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