Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Denise Rudd is a financial advisor with over 20 years of experience in the industry. Donna is currently registered with LPL Financial LLC in Florida and Texas. Donna has previously held positions at Lincoln Investment, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Nationwide Securities, LLC, Tower Square Securities, Inc. and Banc of America Investment Services, Inc. Donna's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Donna is a member of the North Florida Fair Association and is a board member of First Florida Investment Services, DBA for LPL Business.
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.
1
2
FL
03/18/2021 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
03/28/2019 - 12/21/2020
LINCOLN INVESTMENT (Tallahassee FL)
FL
03/13/2015 - 12/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TALLAHASSEE FL)
FL
08/27/2010 - 02/16/2011
NATIONWIDE SECURITIES, LLC (TALLAHASSEE FL)
FL
11/07/2003 - 07/23/2010
TOWER SQUARE SECURITIES, INC. (TALLAHASSEE FL)
MA
09/07/1999 - 05/05/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Rudd is the right advisor for you? Invested Better is here to help.
