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Donna Marie Conry

Bellmark Partners, LLC

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About Donna Marie Conry

Donna Marie Conry is an active Registered Representative with Bellmark Partners, LLC. She is licensed in the state of Ohio and has been in the industry since April 2012. Donna has a strong background in financial operations, having earned the Series 28, Series 79, and Series 99TO licenses. She is dedicated to providing her clients with the highest level of service and expertise.

Firm Information

Donna Conry is currently registered with Bellmark Partners, LLC. Bellmark Partners, LLC is a Limited Liability Company formed in Massachusetts on March 17, 2009. The firm is registered in Massachusetts and Ohio and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

13

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 Conry’s Registration & Firm History

OH

04/10/2012 - Present

Bellmark Partners, LLC (Beachwood OH)

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Licenses & Designations

BC

Issued 04/09/2012

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/31/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Marie Conry.
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