Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Gagliardi is a financial advisor at Ameriprise Financial Services, LLC. Donna has been working in the financial services industry since April 1998 and has experience with investment advisory, brokerage, and insurance. Donna holds Series 63, 65 and 7 licenses as well as the SIE exam. She has been registered with Ameriprise since April 2016. Prior to joining Ameriprise, Donna worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donna has a strong track record of helping clients achieve their financial goals. She is committed to providing personalized financial advice and building long-lasting relationships with her clients.
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.
Asset allocation 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
NH
01/09/2023 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
11/26/2008 - 04/13/2016
UBS FINANCIAL SERVICES INC. (MANCHESTER NH)
NH
10/06/2004 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
NY
04/16/1998 - 10/22/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Gagliardi is the right advisor for you? Invested Better is here to help.
