Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Decarlo is a financial professional with over a decade of experience in the financial services industry. Donna currently works at Tradeweb Direct LLC and has previously held positions at JOSEPH GUNNAR & CO. LLC, TFS SECURITIES, INC., B. RILEY FBR, INC., and SIDOTI & COMPANY, LLC. Donna has successfully passed both the Securities Industry Essentials Examination and the Operations Professional Examination.
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.
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.
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2
NJ
03/18/2024 - Present
Tradeweb Direct LLC (JERSEY CITY NJ)
NY
02/24/2022 - 07/06/2022
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NJ
11/22/2019 - 04/28/2021
TFS SECURITIES, INC. (LINCROFT NJ)
NY
08/24/2018 - 01/04/2019
B. RILEY FBR, INC. (NEW YORK NY)
NY
08/16/2012 - 03/17/2017
SIDOTI & COMPANY, LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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