Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Marie Adams is a financial advisor with Oneamerica Securities, Inc. She is registered with the state of Illinois and Wisconsin, and has been in the financial industry for over 20 years. Donna has a strong track record of success in helping her clients achieve their financial goals. Donna offers financial planning, pension consulting, and portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/19/2018 - Present
Oneamerica Securities, Inc. (Johnsburg IL)
WI
12/02/2014 - 11/24/2015
WAYNE HUMMER INVESTMENTS L.L.C. (Delavan WI)
WI
04/15/2003 - 11/21/2014
ONEAMERICA SECURITIES, INC. (DELAVAN WI)
GA
04/12/2002 - 04/21/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
05/22/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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