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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Teets is an investment advisor representative with Almanack Investment Partners. Donna has been in the financial industry since 1999, and has a strong background in providing financial advice to individuals, corporations, and charitable organizations. Donna is licensed in Pennsylvania. Donna is a Series 63, Series 65 and Series 24 licensed professional. Almanack Investment Partners is an independent registered investment advisor that provides financial planning, portfolio management, and other services to clients.
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.
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.
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
04/02/2024 - Present
Almanack Investment Partners (WAYNE PA)
MD
01/03/2022 - 03/08/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (ELLICOTT CITY MD)
MD
11/01/2017 - 07/05/2018
CETERA ADVISOR NETWORKS LLC (HUNT VALLEY MD)
MD
11/02/2015 - 11/01/2017
GIRARD SECURITIES, INC. (HUNT VALLEY MD)
MD
08/11/1999 - 09/26/2016
PSA EQUITIES, INC. (HUNT VALLEY MD)
IA
Issued 03/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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