Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Conroy is a financial advisor with Stifel, Nicolaus & Company, Inc. Donna has over 20 years of experience in the financial services industry. Donna has a broad range of experience in the areas of financial planning, portfolio management, and retirement planning. Donna is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Donna is registered to provide investment advisory services in 44 states. Prior to joining Stifel, Donna worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/17/2009 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
01/01/2008 - 06/18/2009
WELLS FARGO ADVISORS, LLC (SMITHTOWN NY)
NY
03/03/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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