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. Williams is a registered investment advisor representative with Osaic Institutions, Inc. based in South Windsor, Connecticut. Donna has been in the industry since February 22, 2008. Donna has a wide range of experience in the financial services industry and holds several licenses and certifications. She is also a registered representative with Osaic Institutions, Inc. and previously worked with Santander Securities LLC and LPL Financial LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
06/16/2020 - Present
Osaic Institutions, Inc. (South Windsor CT)
MA
09/19/2012 - 01/18/2013
SANTANDER SECURITIES LLC (CHICOPEE MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (CHICOPEE MA)
CT
02/22/2008 - 05/27/2008
IFMG SECURITIES, INC. (EAST WINDSOR CT)
BOTH
Issued 06/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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