Unclaimed
Donna Marie Emr is a financial advisor with over nine years of experience in the industry. Donna is currently registered with Purshe Kaplan Sterling Investments and is licensed in New Jersey. Donna holds the Series 7, Series 63 and SIE licenses. Prior to joining Purshe Kaplan Sterling Investments, Donna was registered with LPL FINANCIAL LLC.
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.
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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2
NJ
09/14/2018 - Present
Purshe Kaplan Sterling Investments (Montvale NJ)
NJ
05/14/2009 - 09/21/2018
LPL FINANCIAL LLC (MONTVALE NJ)
BC
Issued 01/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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