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 Burke is an active Registered Representative with Raymond James & Associates, Inc. Donna is a highly experienced financial professional with over 20 years of experience. Donna has held previous roles with UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Donna Burke is Series 7, Series 63 and SIE licensed. Donna is a Massachusetts Registered Representative. Donna specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, corporations, and businesses.
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
MA
04/08/2015 - Present
Raymond James & Associates, Inc. (BOSTON MA)
MA
12/01/2011 - 04/13/2015
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
09/17/2010 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
06/01/2009 - 06/03/2010
MORGAN STANLEY SMITH BARNEY (HINGHAM MA)
MA
09/21/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HINGHAM MA)
NJ
04/29/2002 - 09/20/2004
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
08/20/1999 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
MO
07/10/1998 - 09/20/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities 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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