Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Elizabeth Brown is a registered investment advisor representative with Cetera Investment Advisers LLC. Donna is a financial professional with over 29 years of experience in the industry. Donna's background includes previous roles at Hancock Whitney Investment Services Inc., Capital Brokerage Corporation, MetLife Securities Inc. and Metropolitan Life Insurance Company. Donna holds Series 6, 7, 63 and 65 securities licenses. Donna is currently registered in 18 states and specializes in providing investment advice to individuals, corporations, and other businesses.
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
MS
08/10/2022 - Present
Cetera Investment Advisers LLC (GULFPORT MS)
MS
11/30/1999 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULFPORT MS)
VA
04/25/1996 - 12/21/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
04/02/1993 - 04/22/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/02/1993 - 04/22/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 9/5/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/1999
Series 7 - General Securities Representative Examination
BC
Issued 3/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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