Unclaimed
Donna Lynn Doi is a registered representative with Goldman Sachs & Co. LLC. Donna has been in the industry since 2010. Prior to joining Goldman Sachs, Donna held positions at MIZUHO SECURITIES USA INC., BARCLAYS CAPITAL INC. and CREDIT SUISSE SECURITIES (USA) LLC. Donna is Series 16 licensed and has a strong track record of providing financial advice to individuals 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
10/01/2018 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
09/26/2014 - 06/28/2016
MIZUHO SECURITIES USA INC. (NEW YORK NY)
NY
10/21/2010 - 05/02/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/11/2008 - 10/01/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 01/28/2008
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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