Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Fredericks has been a registered investment advisor for over 20 years. Donna holds several professional licenses and designations, including Series 6, 63, 26, and 65. Donna is currently affiliated with LPL Enterprise, LLC, and previously worked with Pruco Securities Corporation and MONY Securities Corp. Donna has a broad range of experience in financial planning, portfolio management, and consulting services. Donna provides services to individuals, businesses, and trusts, helping them to achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
WA
11/14/2024 - Present
LPL Enterprise, LLC (MERCER ISLAND WA)
NJ
10/28/1998 - 11/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
10/06/1997 - 08/04/1998
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Fredericks is the right advisor for you? Invested Better is here to help.
