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Donna Diamond Monteleone

Nylife Securities LLC

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About Donna Diamond Monteleone

Donna Diamond Monteleone is a registered representative with Nylife Securities LLC. Donna has been in the securities industry since May 21, 1987. Donna holds a Series 6, Series 63 and SIE license. Donna is registered in 8 states, including Florida, Georgia, Maryland, Ohio, Pennsylvania, South Carolina, Texas and West Virginia.

Firm Information

Donna Monteleone is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Donna Monteleone’s Registration & Firm History

MD

05/22/1987 - Present

Nylife Securities LLC (CUMBERLAND MD)

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Licenses & Designations

BC

Issued 02/22/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Diamond Monteleone.
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