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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Geist Higbee is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Deland, FL. Donna has been in the industry since 1997 and has a wide range of experience in the financial services industry. Donna has passed the Series 3, 7, 31, and 66 exams. Donna has been registered with the state of Texas since 2015 and Florida since 2014. Donna is licensed to provide financial advice in over 20 states across the United States. Donna has worked at several firms throughout her career including Morgan Stanley and Raymond James Financial Services. Donna is also involved in the community and is a board member for the Krewe of Amalee, Inc. and DeLand HOPE.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/18/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DELAND FL)
FL
06/01/2009 - 01/16/2014
MORGAN STANLEY (ORMOND BEACH FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DELAND FL)
FL
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (DELAND FL)
FL
03/31/2005 - 07/25/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DELAND FL)
GA
05/24/2002 - 03/29/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
10/07/1999 - 02/20/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/20/1996 - 10/05/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
FL
06/13/1995 - 05/17/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1998
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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