linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Donna Elaine Womack

Morgan Stanley

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donna? Claim Your Profile

About Donna Elaine Womack

Donna Elaine Womack is a registered investment advisor representative with Morgan Stanley. Donna has been in the industry since July 20, 1991. Prior to joining Morgan Stanley, Donna was registered with Citigroup Global Markets Inc. and American Express Financial Advisors Inc., among others. Donna has a broad range of experience and holds licenses in numerous states across the US, including Texas, Alabama, and many others. Donna is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Donna Womack is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

asset allocation advice

Asset allocation advice

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

See schedule d miscellaneous

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donna Womack’s Registration & Firm History

AL

04/15/2020 - Present

Morgan Stanley (Birmingham AL)

AL

06/16/2003 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BIRMINGHAM AL)

MN

06/28/2002 - 07/24/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/28/2002 - 07/24/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MO

10/26/1999 - 03/07/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

GA

06/29/1999 - 10/29/1999

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

GA

10/14/1997 - 03/25/1999

DANIELS & ALLDREDGE INVESTMENT MANAGEMENT, INC. (ATLANTA GA)

GA

12/22/1987 - 10/09/1995

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

Not sure if Donna Elaine Womack is right for you?

Licenses & Designations

BOTH

Issued 03/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/25/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 3 public disclosures for Donna Elaine Womack. Review regulatory record here.
Not sure if Donna Elaine Womack is right for you?