Unclaimed
Donna Carr is an investment advisor representative with Fifth Third Securities, Inc. Donna has been in the securities industry since 2002 and has a wide range of experience. Donna's credentials include Series 7, 63, and 66 licenses, as well as a SIE license. Donna is registered in Florida, Georgia, Indiana, Ohio, and South Carolina. Donna has over 20 years of experience in the financial industry and has extensive experience in providing financial services to a wide range of clients, including individuals, corporations, and institutions.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
GA
04/06/2020 - Present
Fifth Third Securities, Inc. (AUGUSTA GA)
BOTH
Issued 5/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/5/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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