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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jean Young is an investment advisor representative with Cetera Investment Advisers LLC. Donna has been in the financial industry since 1985. Donna has a wide range of experience and holds several professional designations including Certified Financial Planner. Donna specializes in financial planning, portfolio management, pension consulting and education seminars.
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
AR
06/29/2023 - Present
Cetera Investment Advisers LLC (VAN BUREN AR)
AR
01/02/2004 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (VAN BUREN AR)
NY
10/19/1998 - 01/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
07/02/1998 - 10/20/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/15/1997 - 07/08/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
NA
01/25/1994 - 09/15/1997
MERCHANTS INVESTMENT CENTER, INC.
AR
09/30/1991 - 08/04/1992
K-ONE INVESTMENT COMPANY (FORT SMITH AR)
NY
01/12/1984 - 07/01/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2004
Series 4 - Registered Options Principal Examination
BC
Issued 02/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1999
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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