Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lee Lai Ying is a financial advisor with over 10 years of experience in the financial services industry. Donna currently works as a Registered Representative at Fidelity Personal AND Workplace Advisors, where she provides investment advice to individuals and families. Previously, Donna has worked at several other well-known financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
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
MA
09/04/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
11/19/2012 - 10/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREMONT CA)
CA
06/01/2009 - 06/28/2011
MORGAN STANLEY SMITH BARNEY (SAN MATEO CA)
CA
04/15/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
CA
09/11/2008 - 02/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
GA
06/30/2008 - 09/12/2008
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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