Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna M. Brown is a registered representative with Truist Advisory Services, Inc. in Atlanta, Georgia. Donna has been in the securities industry since 2002. She is registered with FINRA and the state of Georgia as a Registered Representative and Investment Advisor Representative. Donna has been with Truist since 2018. Prior to joining Truist, Donna was a registered representative with LPL FINANCIAL LLC. Donna has specialized in working with individuals, high-net-worth individuals, corporations, and other businesses.
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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GA
06/05/2018 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
SC
08/29/2013 - 06/14/2018
LPL FINANCIAL LLC (FORT MILL SC)
GA
05/03/2006 - 09/12/2013
FSC SECURITIES CORPORATION (ATLANTA GA)
IL
10/04/2005 - 02/22/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
09/16/2002 - 12/10/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/10/2002 - 12/10/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 03/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/26/2009
Series 4 - Registered Options Principal Examination
BC
Issued 06/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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