Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lieder is a financial advisor registered with Truist Advisory Services, Inc., based in Asheville, NC. Donna Lieder has been in the financial services industry since June 1997 and is currently registered with Truist Advisory Services, Inc.. She specializes in Financial Planning, portfolio management for Individuals and businesses. Donna Lieder also provides selection of other advisors, publication of periodicals, and wrap fee product and financial profiling services using desktop software.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (ASHEVILLE NC)
VA
12/14/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/05/2014 - 12/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
NC
09/04/2009 - 08/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
NC
09/25/2001 - 09/15/2009
UBS FINANCIAL SERVICES INC. (ASHVILLE NC)
KY
04/11/2000 - 05/06/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NC
06/27/1997 - 10/26/1999
JML SWISS INVESTMENT COUNSELLORS USA, INC. (ASHEVILLE NC)
BOTH
Issued 06/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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