Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Talley is a financial advisor with Cambridge Investment Research, Inc. with over 20 years of experience in the financial industry. Donna has Series 7, 24, and 66 licenses and the SIE designation. Donna is registered in Colorado, Florida, Iowa, Massachusetts, Nevada, Texas, and Vermont. Donna is currently located in Littleton, Colorado.
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
CO
11/18/2016 - Present
Cambridge Investment Research, Inc. (Littleton CO)
CO
10/14/2016 - 11/22/2016
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
12/02/2009 - 10/12/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Littleton CO)
CA
08/26/2008 - 12/03/2009
WOODBURY FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/18/2003 - 04/20/2007
FSC SECURITIES CORPORATION (SAN MATEO CA)
NY
08/29/2000 - 07/26/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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