Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Carrillo is a financial professional with over 40 years of experience in the financial services industry. Donna is currently registered with Northwestern Mutual Investment Services, LLC and is based in Lutz, FL. Donna has a wide range of experience in the financial services industry and has held previous roles at Robert W. Baird & Co. Incorporated, Paine Webber Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donna holds Series 7, Series 63 and Series 66 licenses and is registered in multiple states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
12/05/1984 - Present
Northwestern Mutual Investment Services, LLC (Lutz FL)
WI
10/30/1984 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
09/07/1983 - 07/03/1984
PAINEWEBBER INCORPORATED
NA
07/22/1982 - 09/02/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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