Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Yvanek is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Donna has over 20 years of experience in the financial services industry. Donna has a Series 7, 63 and 66 license. Donna has experience in portfolio management for both individuals and businesses. Donna is also registered as an investment advisor in several states. Donna is committed to providing her clients with personalized financial advice and guidance. Donna believes in building long-term relationships with her clients and helping them achieve their financial goals.
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
PA
01/06/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INDIANA PA)
CT
08/15/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MO
04/26/2002 - 07/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 06/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2002
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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