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 Hollenbeck is an investment advisor representative with Edward Jones, a firm that provides financial planning services to individuals, families, and businesses. Donna has been in the industry since 1987 and has a strong track record of helping clients reach their financial goals. Donna holds the Series 7 and Series 63 licenses, as well as the SIE exam. She is also a Chartered Financial Consultant. Donna is dedicated to providing her clients with personalized financial advice and is committed to helping them achieve their financial objectives.
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.
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.
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.
See schedule d - miscellaneous
1
2
PA
02/20/2019 - Present
Edward Jones (BRADFORD PA)
NY
05/09/2001 - 10/12/2006
FIVE STAR INVESTMENT SERVICES, INC. (OLEAN NY)
MO
08/05/2000 - 04/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
05/19/1998 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NJ
03/18/1988 - 08/28/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/18/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
05/20/1986 - 03/08/1988
FIRST ALBANY CORPORATION
BC
Issued 06/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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