Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kay Able is a registered representative of Janney Montgomery Scott LLC and has been in the securities industry for over 20 years. Donna has extensive experience in the financial services industry, having previously worked at JHS Capital Advisors, LLC, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Donna is also registered as an investment advisor representative in several states. Donna's professional designations and certifications include Series 7, Series 31, Series 66, and SIE. Donna's expertise includes financial planning, portfolio management for businesses and individuals, pension consulting, and educational 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
05/27/2015 - Present
Janney Montgomery Scott LLC (COLUMBIA SC)
SC
11/12/2010 - 05/26/2015
JHS CAPITAL ADVISORS, LLC (COLUMBIA SC)
SC
06/01/2009 - 11/10/2010
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
SC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBIA SC)
SC
11/25/2002 - 04/02/2007
MORGAN STANLEY DW INC. (COLUMBIA SC)
BOTH
Issued 10/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donna Able is the right advisor for you? Invested Better is here to help.
