Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Donaldson is a registered representative with Citigroup Global Markets Inc. located in Stamford, Connecticut. Donna has been in the industry since June 14, 2008, and has been with her current firm since March 8, 2011. Donna is licensed in Connecticut and holds the Series 66, 63, 79TO, SIE, and 7 licenses. Donna's previous employers include MetLife Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donna specializes in Asset Allocation Advice, Security Ratings, Financial Planning, Pension Consulting, and Portfolio Management for Businesses and Individuals. Donna is also an author and manages real estate in her free time.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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
CT
03/08/2011 - Present
Citigroup Global Markets Inc. (Stamford CT)
MA
04/01/2009 - 11/09/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
CT
06/10/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)
CT
10/18/2006 - 03/25/2008
CITIGROUP GLOBAL MARKETS INC. (ESSEX CT)
BOTH
Issued 07/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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