Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Liane King Streeter is a financial advisor with Ameriprise Financial Services, LLC. Donna has been in the industry since 1986 and is registered in 51 states as well as the District of Columbia. Donna is also a registered Investment Advisor in Minnesota. Donna has worked at Ameriprise since 2008 and specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services.
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.
Asset allocation services
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
MN
02/04/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
04/24/1997 - 04/30/2008
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
11/05/1996 - 10/25/1999
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
08/01/1990 - 07/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
MN
08/01/1990 - 07/11/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/21/1986 - 07/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 09/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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