Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Maria Stewart is a financial advisor at LPL Financial LLC in Clifton Park, NY. Donna has been working in the financial industry since April 28, 1999. Donna is registered with FINRA and the state of New York. Donna holds the Series 6, 7, 63 and 66 licenses and the SIE. Donna previously worked at Key Investment Services LLC in Clifton Park, NY and HSBC Securities (USA) INC. Donna is also a Premier Relationship Manager for Pioneer Bank in Clifton Park, NY. Donna focuses on financial planning, portfolio management for individuals and businesses and consulting and other non-discretionary advisory services.
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
NY
05/04/2023 - Present
LPL Financial LLC (CLIFTON PARK NY)
NY
09/21/2016 - 04/20/2023
KEY INVESTMENT SERVICES LLC (CLIFTON PARK NY)
NY
05/18/2012 - 09/21/2016
LPL FINANCIAL LLC (CLIFTON PARK NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (SCHENECTADY NY)
NY
04/14/1999 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BOTH
Issued 02/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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