Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna D. Shin is a registered Investment Advisor Representative with Keebeck Wealth Management LLC located in Chicago, IL. Donna has been in the industry since 2011 and has worked for a number of firms including Merrill Lynch, Morgan Stanley, and Keebeck Wealth Management LLC. She holds Series 66, SIE, and Series 7 licenses. Donna specializes in portfolio management for individuals and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
05/08/2023 - Present
Keebeck Wealth Management LLC (CHICAGO IL)
IL
03/10/2015 - 01/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
12/15/2014 - 03/03/2015
MORGAN STANLEY (DEERFIELD IL)
BOTH
Issued 09/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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