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 Denoncourt is a financial professional with over 10 years of experience in the industry. Donna Marie is currently registered with LPL Financial LLC as an investment advisor representative. Previously, Donna Marie was registered with WADDELL & REED as a Registered Representative and Investment Advisor Representative. Donna Marie is licensed to conduct business in California, Connecticut, Florida, Kansas, Maine, Massachusetts, Nevada, New Hampshire, New York, Rhode Island, Texas, and Vermont. Donna Marie's areas of expertise include providing investment advice, financial planning, and consulting services. Donna Marie is committed to providing personalized financial guidance to her clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
07/21/2021 - Present
LPL Financial LLC (WOBURN MA)
MA
04/29/2013 - 07/21/2021
WADDELL & REED (WOBURN MA)
IA
Issued 08/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Denoncourt is the right advisor for you? Invested Better is here to help.
