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 Hallinan is a financial advisor with over 17 years of experience in the industry. Donna currently works with Fidelity Brokerage Services LLC, a firm that is a subsidiary of Fidelity Investments. Previously, Donna has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC. and SIGNATOR INVESTORS, INC. Donna is registered in Texas and holds the Series 6, 7, 9, 10, 24, 63, 99TO, and SIE licenses.
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
TX
09/03/2013 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
RI
10/23/2009 - 12/22/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
06/22/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
RI
09/27/2005 - 07/20/2006
SIGNATOR INVESTORS, INC. (WARWICK RI)
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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