Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Morris Carpenter is a financial advisor who has been in the industry since 1988. Donna is registered with the state of Maryland as an Investment Advisor Representative. Donna has been with Creative Planning since October 2022 and has previously worked with Transamerica Investors Securities Corporation, ING Financial Advisers, LLC, and Washington Square Securities, Inc. Donna holds a Series 6, Series 63, and Series 65 license and has passed the Securities Industry Essentials Examination. Donna has a broad range of experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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
KS
10/26/2022 - Present
Creative Planning (OVERLAND PARK KS)
NY
05/12/2003 - 10/21/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CT
09/04/2001 - 06/05/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
02/05/2001 - 09/10/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
02/26/1988 - 03/03/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 11/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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