Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Ciminera is a financial advisor with over 20 years of experience in the financial services industry. Donna has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Donna has a strong track record of providing clients with sound financial advice and helping them achieve their financial goals. Donna is currently registered with Cetera Investment Advisers LLC, which is a firm based in Schaumburg, IL.
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.
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
PA
12/13/2024 - Present
Cetera Investment Advisers LLC (WEST CHESTER PA)
PA
11/16/2018 - 03/16/2020
CHESTERBROOK CAPITAL (BERWYN PA)
DE
03/09/2015 - 10/08/2018
CAPITAL ONE INVESTING, LLC (Wilmington DE)
PA
05/23/2005 - 02/23/2015
BLACKROCK INVESTMENTS, LLC (PHILADELPHIA PA)
NY
08/05/2003 - 04/27/2005
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
PA
10/27/1997 - 08/05/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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