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Donna Marie Bealla

MGI Funds Distributors, LLC

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About Donna Marie Bealla

Donna Marie Bealla is a financial advisor registered with MGI Funds Distributors, LLC. Donna Marie has been in the financial services industry since 1994 and is licensed to provide financial advice in North Carolina and Virginia. Donna Marie has a Series 6, 7, 24, 63 and 65 licenses and has passed the SIE exam.

Firm Information

Donna Bealla is currently registered with MGI Funds Distributors, LLC. MGI Funds Distributors, LLC is a Limited Liability Company formed in January 2012 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It also has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Donna Bealla’s Registration & Firm History

NC

01/06/2020 - Present

MGI Funds Distributors, LLC (Charlotte NC)

VA

12/14/2016 - 12/31/2019

MMC SECURITIES LLC (Richmond VA)

NC

11/05/2004 - 11/07/2016

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

PA

02/05/2002 - 10/20/2003

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

MO

08/09/2000 - 10/10/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NJ

01/01/1997 - 07/11/2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

05/01/1993 - 01/01/1997

PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)

NJ

11/16/1992 - 05/01/1993

PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 04/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/07/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Marie Bealla.
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