Unclaimed
Donna Lameka is a financial advisor with Cetera Investment Advisers LLC. Donna has been working in the financial services industry since 1997. Donna has experience in fixed insurance, securities products, and financial planning. Donna holds Series 6, 7TO, 63, and 65 licenses and is registered to provide investment advice in Arizona, Florida, Illinois, Indiana, Massachusetts, Missouri, Nevada, North Carolina, Texas, and Wisconsin. Donna is also registered with FINRA and the state of Indiana. Donna has also previously been employed by Voya Financial Advisors, Inc., Hornor, Townsend & Kent, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
1
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 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
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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