Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lail is a financial advisor who has been in the industry since 1992. She currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Donna has a wide range of experience in the industry, having previously worked for several other firms, including M&T Securities, Inc., PNC Investments, Wells Fargo Advisors, LLC, VALIC Financial Advisors, Inc., Ameriprise Financial Services, Inc., Fort Washington Brokerage Services, Inc., CUNA Brokerage Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, H&R Block Financial Advisors, Inc., PRUCO Securities Corporation, The Prudential Insurance Company of America, American Express Financial Advisors Inc., and IDS Life Insurance Company. Donna holds Series 63, 65, 66, 7, 9, and 10 licenses. She is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FREDERICK MD)
MD
03/30/2016 - 12/19/2017
M&T SECURITIES, INC. (NOTTINGHAM MD)
IN
07/25/2013 - 03/02/2016
PNC INVESTMENTS (MERRILLVILLE IN)
IL
04/24/2012 - 05/23/2013
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
IN
09/15/2010 - 11/03/2011
WELLS FARGO ADVISORS, LLC (MERRILLVILLE IN)
IN
07/14/2009 - 08/18/2010
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
MN
10/10/2005 - 08/05/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
OH
05/12/2005 - 07/26/2005
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
08/20/2003 - 11/05/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
10/18/2001 - 04/01/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/18/2001 - 04/01/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
02/24/1999 - 09/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NJ
06/18/1991 - 01/27/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/18/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MN
01/01/1991 - 04/22/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1991 - 04/22/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/19/1988 - 05/03/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/16/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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