Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Malucci is a Registered Representative and Investment Advisor Representative with Sage, Rutty & CO., Inc. Donna has been in the financial industry since 1995 and has a broad range of experience. Donna is committed to providing personalized financial advice and working with her clients to help them achieve their financial goals. Donna has held previous positions at Morgan Stanley and Citigroup Global Markets Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
NY
06/17/2024 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
NY
06/01/2009 - 04/05/2024
MORGAN STANLEY (Rochester NY)
NY
11/03/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSFORD NY)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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