Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Nagel is an investment advisor representative with over 24 years of experience in the financial services industry. Donna is currently registered with LPL Financial LLC and has also been previously registered with Transamerica Financial Advisors, Inc, World Group Securities, Inc. and WMA Securities, Inc. Donna holds Series 6, 63, and 65 licenses as well as the SIE certification. Donna has a background in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, corporations, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
05/09/2024 - Present
LPL Financial LLC (Wauwatosa WI)
WI
01/06/2012 - 05/10/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (BROOKFIELD WI)
IL
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OAK BROOK IL)
GA
02/24/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
05/12/1999 - 02/06/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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