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 Kelly is a registered representative with Raymond James & Associates, Inc. Donna has been in the securities industry since June 12, 2008. Donna's experience includes previous roles with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CITIGROUP GLOBAL MARKETS INC.. Donna is registered with the following states: Connecticut, Maine, Massachusetts and North Carolina. Donna holds Series 66, 7, 9, 10 and SIE licenses. Donna provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
FL
10/04/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MA
10/31/2008 - 07/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
MA
05/22/2007 - 11/06/2008
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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