Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna McElwain is a financial advisor registered with Cetera Investment Services LLC. Donna has been in the securities industry since 2017. Donna holds Series 6 and Series 63 securities licenses as well as the SIE exam. Donna is registered to provide investment advice in New York and Pennsylvania. Donna was previously registered with Foresters Financial Services, Inc.
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.
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.
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NY
06/20/2019 - Present
Cetera Investment Services LLC (ENDICOTT NY)
NY
02/16/2017 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (ENDICOTT NY)
BC
Issued 02/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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