Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lameka is a financial advisor with over 25 years of experience in the industry. Donna is currently registered with Cetera Investment Advisers LLC, and provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Previously, Donna was associated with Voya Financial Advisors, Inc., Hornor, Townsend & Kent, Inc., and MetLife Securities Inc. Donna holds Series 6, 7, 63, and 65 licenses. She is also a Registered Representative with FINRA. Donna is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
CEDAR LAKE, IN
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.
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.
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2
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (CEDAR LAKE IN)
IN
09/30/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CEDAR LAKE IN)
IN
12/24/2014 - 09/01/2015
HORNOR, TOWNSEND & KENT, INC. (ST JOHN IN)
IN
11/29/2007 - 12/16/2014
VOYA FINANCIAL ADVISORS, INC. (ST JOHN IN)
MA
01/30/2007 - 12/03/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/30/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
05/07/2004 - 06/12/2006
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
CT
08/24/2001 - 05/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IL
04/13/1999 - 10/19/2000
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
CT
02/12/1996 - 12/31/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
11/01/1995 - 01/16/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/01/1995 - 01/16/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/3/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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