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 Koler is a financial professional with over 35 years of experience in the industry. Donna is currently registered with Osaic Wealth, Inc., a firm with a strong reputation in the financial services industry. Prior to joining Osaic Wealth, Inc., Donna was associated with SAGEPOINT FINANCIAL, INC., and SUNAMERICA SECURITIES, INC., and ANCHOR NATIONAL FINANCIAL SERVICES, INC.. Donna specializes in providing financial planning, portfolio management, and pension consulting to individuals and businesses. Donna is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (PARMA HEIGHTS OH)
OH
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PARMA HEIGHTS OH)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
08/31/1987 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Koler is the right advisor for you? Invested Better is here to help.
