Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lynn Brodsky is a financial advisor with UBS Financial Services Inc. Donna has been working in the financial industry since 1988. Donna previously worked for CITIGROUP GLOBAL MARKETS INC. and PAINEWEBBER INCORPORATED. Donna is registered in New Jersey and holds the Series 7 and SIE licenses. Donna specializes in various financial planning areas including retirement planning, college savings, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
11/28/2006 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
07/31/1993 - 12/01/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
06/21/1988 - 08/10/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/25/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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