Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Irene Crocker is an investment advisor representative with over 30 years of experience in the financial services industry. Donna has a proven track record of providing personalized financial advice to individuals, families, and businesses. Donna is registered with both IC Advisory Services, Inc. and Good Harbor Advisors, Inc. and holds Series 6, 7, 24, 26, 51, 63, and 65 licenses. Donna specializes in providing financial planning, portfolio management, and pension consulting services. Donna also offers educational seminars on a variety of financial topics.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/02/2018 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
MA
06/20/2014 - 09/13/2016
INVESTORS CAPITAL CORP. (GLOUCESTER MA)
MA
03/30/2007 - 07/01/2014
NEXT FINANCIAL GROUP, INC. (GLOUCESTER MA)
MA
11/02/1990 - 05/24/2007
ROYAL ALLIANCE ASSOCIATES, INC. (WESTBOROUGH MA)
TX
03/30/2007 - 03/30/2007
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
MN
04/10/1995 - 07/24/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
05/09/1986 - 11/01/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 02/11/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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