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 Dieters is a registered representative with Morgan Stanley. Donna has been in the securities industry since October 31, 2006. Donna is licensed to sell securities in 27 states. Donna is a member of the Financial Industry Regulatory Authority (FINRA). Donna also has an investment advisor representative license in 3 states. Donna has a strong background in the financial industry, having worked for Morgan Stanley since June 2009. Donna specializes in providing investment advice to individuals, businesses, and investment companies. Donna provides a variety of financial services, including portfolio management, financial planning, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SD
06/01/2009 - Present
Morgan Stanley (SIOUX FALLS SD)
CO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLORADO SPRINGS CO)
CO
10/31/2006 - 04/02/2007
MORGAN STANLEY DW INC. (COLORADO SPRINGS CO)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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