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 Madeley is a financial advisor with over 25 years of experience in the industry. Donna has a broad range of experience, having previously worked at Stifel, Nicolaus & Company, Incorporated, and Ryan Beck & Co.. Donna currently works at Oppenheimer & Co. Inc., where she has been registered since 2019. Donna holds the Series 7, Series 55, Series 63, and Series 66 securities licenses and is licensed to provide investment advice in 28 states. Donna offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
06/18/2019 - Present
Oppenheimer & Co. Inc. (SUMMIT NJ)
NJ
06/21/2016 - 01/30/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
NJ
11/12/1993 - 08/12/2004
RYAN BECK & CO. (FLORHAM PARK NJ)
BOTH
Issued 09/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donna Madeley is the right advisor for you? Invested Better is here to help.
