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 Cobb is a registered representative with Tiaa-cref Individual & Institutional Services, LLC and has been in the industry since September 6, 1998. She is a Series 7, Series 63 and Series 66 licensed professional. Donna Marie Cobb has previously worked at Morgan Stanley, UBS Financial Services Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., GKN Securities Corp., Prudential Securities Incorporated and Sands Brothers & Co., LTD. She is a licensed representative in Connecticut, New Jersey and New York. Donna Marie Cobb specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/02/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
08/05/2013 - 04/28/2023
MORGAN STANLEY (Garden City NY)
NY
06/29/2005 - 07/29/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/03/2003 - 06/21/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
02/18/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/20/1999 - 02/14/2000
GKN SECURITIES CORP. (NEW YORK NY)
NY
05/17/1998 - 09/03/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/13/1997 - 02/25/1998
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 02/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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