Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Mandel is a financial advisor with over 20 years of experience in the industry. Donna is currently registered with Lincoln Investment and Capital Analysts. Donna offers a variety of financial services, including financial planning, portfolio management, and investment advice. Donna has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/22/2022 - Present
Lincoln Investment (Fort Washington PA)
WI
02/03/2022 - 03/22/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
IL
07/21/2015 - 03/06/2020
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
IL
12/20/2012 - 12/11/2014
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
05/07/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
12/07/2007 - 05/12/2008
WACHOVIA SECURITIES, LLC (DEERFIELD IL)
NA
10/18/1984 - 03/30/1992
CIGNA SECURITIES, INC.
NA
11/09/1982 - 06/17/1983
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
11/25/1981 - 12/23/1982
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 08/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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