Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Cecil is a financial professional with over 20 years of experience in the industry. Donna is currently registered with Charles Schwab & Co., Inc. in Phoenix, Arizona. Previously, Donna worked at Vanguard Marketing Corporation in Malvern, Pennsylvania and Pruco Securities Corporation in Newark, New Jersey. Donna holds multiple licenses and certifications, including Series 6, 7, 9, 10, 63, 99TO, and SIE. Donna is a licensed investment advisor in Arizona. Donna's specializations include financial planning, investment advisory services and wrap fee programs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/08/2016 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
08/15/2005 - 09/08/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
PA
10/08/2004 - 07/29/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
06/13/1990 - 05/11/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/13/1990 - 05/11/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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