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 Gurreri is a registered representative of Mutual Of Omaha Investor Services, Inc. with over 10 years of experience in the financial services industry. Donna Marie has specialized in providing financial planning and portfolio management services to a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
1
2
MA
09/20/2024 - Present
Mutual OF Omaha Investor Services, Inc. (BRAINTREE MA)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Donna Gurreri is the right advisor for you? Invested Better is here to help.
