Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Smith is a financial professional with over 30 years of experience. Donna has been active in the industry since 1979 and has held positions at several firms including Nathan & Lewis Securities, Inc., MONY Securities Corp., The Mutual Life Insurance Company of New York, Walnut Street Securities, Inc. and Cetera Advisor Networks LLC. Donna is currently a registered representative of Kestra Advisory Services, LLC, and specializes in providing financial planning and investment advisory services to individuals, businesses, high-net-worth clients, charitable organizations, pension plans, and insurance companies.
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.
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
TX
05/07/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CT
09/03/2013 - 01/07/2014
CETERA ADVISOR NETWORKS LLC (TRUMBULL CT)
CT
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (TRUMBULL CT)
NY
01/03/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/21/1979 - 01/18/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/21/1979 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 11/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1979
Series 1 - Registered Representative Examination
Active
Inactive
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