Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Delmar is a financial advisor with LPL Enterprise, LLC. Donna has been in the financial services industry since 2002. Donna has a wide range of experience and expertise in financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services. Donna is registered with the state of Florida and Texas and holds Series 6, 7, 63, and 65 licenses. Donna is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/14/2024 - Present
LPL Enterprise, LLC (LUTZ FL)
FL
10/01/2012 - 06/10/2014
J.P. MORGAN SECURITIES LLC (LUTZ FL)
FL
04/26/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
TN
12/13/2010 - 03/02/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
06/09/2009 - 10/18/2010
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
FL
03/14/2006 - 12/17/2007
WAMU INVESTMENTS, INC. (TAMPA FL)
NA
12/22/1993 - 03/21/1994
MML INVESTORS SERVICES, INC.
NA
04/21/1987 - 06/24/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 02/18/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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