Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Di ianni has been in the financial services industry since 1983. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Donna has a wide range of experience in the industry, and has passed multiple securities exams including the Series 31, Series 7, Series 63, Series 65, Series 9 and Series 10. Donna provides advisory services including portfolio management for businesses and individuals, pension consulting, educational seminars and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
08/24/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ASPEN CO)
IA
Issued 08/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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