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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna McNeely is a financial advisor with Ameriprise Financial Services, LLC. Donna has over 20 years of experience in the financial services industry. Donna has a strong background in providing financial advice to individuals, families, and businesses. Donna is committed to helping her clients achieve their financial goals.
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.
Asset allocation services
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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CA
10/22/2024 - Present
Ameriprise Financial Services, LLC (Manhattan Beach CA)
CA
05/07/2010 - 06/25/2018
LPL FINANCIAL LLC (CHATSWORTH CA)
CA
05/20/2008 - 02/16/2010
INVESTMENT CENTERS OF AMERICA, INC. (THACHAPI CA)
CA
04/12/2006 - 05/06/2008
WESCOM FINANCIAL SERVICES (PASADENA CA)
NM
05/29/2002 - 11/24/2003
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NJ
07/15/1997 - 10/17/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
03/18/1997 - 07/15/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/03/1993 - 05/02/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OR
01/22/1993 - 04/30/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 11/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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