Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kratzenberg is a financial professional with over 35 years of experience in the financial services industry. She is currently a registered representative with LPL Enterprise, LLC. Donna is a Series 7, Series 6, and Series 63 licensed professional with the state of New York, as well as a Series 65 licensed professional. Donna is registered in 17 states, including Florida, Massachusetts, and Pennsylvania. Donna has also held past licenses with The Prudential Insurance Company of America in the state of New Jersey. Donna is dedicated to providing comprehensive financial services to individuals and businesses. Donna is passionate about helping clients achieve their financial goals, and she takes a personalized approach to advising.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary 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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NY
11/14/2024 - Present
LPL Enterprise, LLC (NEW HARTFORD NY)
NJ
09/16/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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