Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Cunningham is a Registered Investment Advisor Representative with Bryn Mawr Capital Management, LLC. Donna has been in the industry since 1993 and has a wide range of experience in the financial services industry. Donna is dedicated to providing personalized financial advice to her clients. She is a strong believer in the importance of financial planning and works with clients to develop customized financial plans that meet their individual needs and goals. Donna is committed to providing her clients with the highest level of service and support. Donna was previously employed by Commonwealth Financial Network, Pershing LLC, Hornor, Townsend & Kent, Inc., 1717 Capital Management Company, Investec Inc., and Pruco Securities Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory 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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2
PA
07/06/2023 - Present
Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)
DE
07/29/2016 - 05/19/2023
COMMONWEALTH FINANCIAL NETWORK (Wilmington DE)
PA
05/19/2008 - 08/08/2012
PERSHING LLC (KING OF PRUSSIA PA)
PA
12/08/2003 - 05/08/2008
HORNOR, TOWNSEND & KENT, INC. (PLYMOUTH MEETING PA)
DE
07/19/2002 - 12/09/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
03/30/1999 - 07/02/2002
INVESTEC INC. (NEW YORK NY)
NJ
04/16/1993 - 04/26/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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