Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kucy Lader is an investment advisor representative registered with Allstate Financial Services, LLC. Donna has been in the financial services industry for over 30 years and holds a variety of licenses and registrations, including Series 6, 26, 51, 63, and 65. Donna previously worked with Citistreet Equities LLC in Somerset, NJ. Donna is currently registered in Virginia and is affiliated with the Allstate Financial Services, LLC branch office in Lincoln, NE.
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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2
NE
01/29/2018 - Present
Allstate Financial Services, LLC (Lincoln NE)
VA
08/11/2005 - 01/17/2017
ALLSTATE FINANCIAL SERVICES, LLC (RICHMOND VA)
NJ
12/06/1989 - 09/03/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 03/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/25/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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