Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC, where she has been employed since 2019. Donna is a registered representative in 27 states and holds Series 4, 7, 31, 55, 63 and 66 licenses. She has been in the industry since 1982 and has experience with firms such as Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., and Prudential Equity Group, LLC. Prior to joining Steward Partners Investment Advisory, LLC, she worked at Raymond James Financial Services, Inc. Donna provides financial planning and investment advisory services to individuals and businesses. She is a Registered Investment Advisor in Texas and specializes in providing investment advisory services for individual clients and families.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
TX
03/15/2019 - Present
Steward Partners Investment Advisory, LLC (Dallas TX)
TX
03/15/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/01/2009 - 03/18/2019
MORGAN STANLEY (DALLAS TX)
TX
03/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
09/13/2005 - 03/01/2007
UBS FINANCIAL SERVICES INC. (HUNTINGTON NY)
NY
05/21/1986 - 03/01/2004
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NA
03/31/1981 - 05/14/1986
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
05/22/1980 - 12/21/1980
THOMSON MCKINNON SECURITIES INC.
BOTH
Issued 11/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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