Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Goldman Hope is a financial advisor with Oppenheimer & Co. Inc., a large financial services firm based in New York City. Donna has been a registered representative since 1983 and has a wealth of experience in the industry. Donna holds a Series 7, Series 63 and SIE licenses. Donna specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Donna has worked for several other firms in her career including Citigroup Global Markets Inc. and Prudential Securities Incorporated. Donna's primary office location is in White Plains, New York.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (WHITE PLAINS NY)
NY
10/10/1994 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
12/21/1983 - 10/17/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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