Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Diamond Clemente is a financial advisor with over 25 years of experience in the industry. Donna is currently registered with M Holdings Securities, Inc. and has previously worked with Mutual Service Corporation and Signator Investors, Inc. Donna's expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. She is licensed in several states and holds a Series 6, Series 7, Series 24, Series 63, and Series 66. Donna is committed to providing personalized financial advice and guidance to help her clients achieve their financial goals.
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.
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2
NY
06/01/2021 - Present
M Holdings Securities, Inc. (UNIONDALE NY)
NY
10/21/2004 - 04/01/2008
MUTUAL SERVICE CORPORATION (GARDEN CITY NY)
MA
10/02/1996 - 07/29/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/02/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 03/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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