Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Gestl is a financial advisor with Prosperity - An Eisneramper Co. Donna has been in the industry since 1995 and has a wide range of experience in financial planning, investment management, and insurance sales. Donna is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Donna previously worked at Triad Advisors LLC, 1st Global Capital Corp., Sanders Morris Harris Inc., IFG Network Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
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
MD
03/02/2005 - Present
Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)
MD
12/16/2011 - 12/31/2019
TRIAD ADVISORS LLC (Owings Mills MD)
MD
01/01/2005 - 12/19/2011
1ST GLOBAL CAPITAL CORP. (OWINGS MILLS MD)
TX
04/10/2001 - 01/09/2004
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
GA
06/28/1999 - 04/24/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MA
11/28/1995 - 03/30/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/28/1995 - 03/30/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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