Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jean D'hont is a registered investment advisor representative with Manning & Napier Advisors, LLC. Donna has been in the industry since 1985 and has worked for several firms, including E. F. Hutton & Company Inc. and Dean Witter Reynolds Inc. Donna is currently registered with the states of New York, Ohio, Florida, and Pennsylvania. Donna holds the Series 3, Series 7, and Series 63 licenses, as well as the SIE Exam. Donna specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
05/03/1999 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
01/22/1988 - 04/01/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/20/1985 - 02/12/1988
E. F. HUTTON & COMPANY INC
BC
Issued 08/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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