Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Sulzbach is a registered investment advisor representative at Cetera Investment Advisers LLC. Donna has been in the industry since 1984. Donna has several registrations, including licenses in Texas and Ohio. Donna is licensed to provide financial planning, pension consulting and educational seminars. Cetera Investment Advisers LLC manages approximately $104 billion in assets for a wide range of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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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OH
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH CANTON OH)
OH
01/06/1984 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 7/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/2/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 5/10/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 2/6/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 3/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/5/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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