Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Franc is a financial advisor with Lion Street Financial, LLC located in Austin, Texas. Donna has been in the financial industry since September 25, 2002. She has worked at several firms, including Lincoln Investment and CME BD Services, Inc. Donna is a Series 7, 24, 52, 53 and 63 licensed professional.
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.
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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2
TX
08/30/2022 - Present
Lion Street Financial, LLC (AUSTIN TX)
PA
02/12/2015 - 08/29/2022
LINCOLN INVESTMENT (Fort Washington PA)
NJ
09/28/2013 - 02/17/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
NJ
06/27/2001 - 06/28/2012
CME BD SERVICES, INC. (SOUTH BRUNSWICK NJ)
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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