Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Marguerite Kroyman is a financial advisor with Raymond James & Associates, Inc. Donna has been in the financial services industry since 2008. Donna is a licensed securities agent and holds the Series 6, 7 and SIE licenses. Donna has been registered with FINRA since 2006. Donna has worked at Morgan Stanley and Securities America, Inc. in the past. She has a broad background in financial services, including working with individuals, businesses, high-net-worth individuals, insurance companies, and pension and profit-sharing plans. Donna's main office is located at 1 Town Center Road, 10th Floor in Boca Raton, Florida.
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.
Please see note in schedule d - miscellaneous
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
FL
03/05/2019 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
04/01/2016 - 03/08/2019
MORGAN STANLEY (BOCA RATON FL)
FL
12/03/2009 - 04/11/2014
MORGAN STANLEY (BOCA RATON FL)
FL
10/31/2006 - 12/03/2009
SECURITIES AMERICA, INC. (BOCA RATON FL)
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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