Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna MacKay is a financial advisor with over 25 years of experience in the industry. Donna currently works at Morgan Stanley and is licensed to provide investment advice in Florida and Texas. Donna has a wide range of experience, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, David Lerner Associates, Inc., and Bear, Stearns & Co. Inc. Donna has a strong educational background and holds the Certified Financial Planner and Chartered Financial Analyst designations. She is also a partner at Chez M&W LLC, a real estate firm. Donna's areas of expertise include asset allocation, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
11/23/2021 - Present
Morgan Stanley (Palm Beach Gardens FL)
NY
10/14/2008 - 09/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
09/30/2005 - 09/09/2008
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
09/10/1997 - 01/05/2004
BERNARD L. MADOFF INVESTMENT SECURITIES LLC (NEW YORK NY)
NY
02/07/1994 - 08/18/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/01/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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