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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Marie Breitweiser is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Donna has been in the financial services industry since September 17, 1996. She has experience with a variety of financial services firms including U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., Mercantile Investment Services, Inc., Corelink Financial, Inc., and Tri-Merica Securities Corporation. Donna is registered to provide financial services in 49 states. She has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and Investment Company Products/Variable Contracts Representative Examination (Series 6). Donna is a valuable resource for clients seeking investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/10/2013 - Present
Stifel, Nicolaus & Company, Inc. (FRONTENAC MO)
MO
12/01/2001 - 09/11/2013
U.S. BANCORP INVESTMENTS, INC. (LADUE MO)
NJ
01/03/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
12/21/1997 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MN
09/01/1995 - 12/31/1995
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
IL
09/29/1994 - 09/13/1995
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
BC
Issued 10/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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