Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Cheswick is a financial advisor with over 30 years of experience in the financial services industry. Donna has been with Cambridge Investment Research Advisors, Inc. since April 2013. Previously Donna held positions with BPU Investment Management Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., and Parker/Hunter Incorporated. Donna holds Series 7 and Series 63 licenses as well as Series 65. Donna's areas of specialization include retirement planning, investment management, insurance and estate planning.
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.
Solicitation fees from 3rd party money managers
1
2
PA
04/12/2013 - Present
Cambridge Investment Research Advisors, Inc. (SEWICKLEY PA)
PA
03/14/2003 - 04/12/2013
BPU INVESTMENT MANAGEMENT INC. (GREENSBURG PA)
NY
07/31/1993 - 03/25/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/14/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
PA
02/14/1989 - 04/13/1992
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 10/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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