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 Simmons is a financial advisor with over 35 years of experience in the financial services industry. Donna has a strong background in investment banking and portfolio management. Currently, Donna is registered with Raymond James & Associates, Inc. and is based in St. Petersburg, Florida. Donna holds the Series 7, Series 63, and Series 65 licenses as well as the Municipal Securities Principal (Series 53) designation. Before joining Raymond James & Associates, Inc., Donna was a financial advisor with Morgan Keegan & Company, Inc., Wachovia Securities, LLC, Southtrust Securities, LLC, and Raymond James Financial Services, Inc. Donna's services include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/24/2008 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/09/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
FL
04/23/2005 - 12/11/2008
WACHOVIA SECURITIES, LLC (TARPON SPRINGS FL)
AL
04/02/2004 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
FL
01/20/1998 - 04/02/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/25/1985 - 01/26/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 03/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donna Simmons is the right advisor for you? Invested Better is here to help.
