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 Rivera is a financial advisor with over 30 years of experience. Donna is currently registered with Cambridge Investment Research Advisors, Inc. and is also an advisory representative of a Registered Investment Advisor (RIA). Donna has experience in various financial services including insurance, benefits and human resources. Donna offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NH
11/21/2017 - Present
Cambridge Investment Research Advisors, Inc. (Salem NH)
NH
07/08/2000 - 12/04/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (SALEM NH)
NH
01/04/1993 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
07/09/1985 - 12/31/1992
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
03/06/1985 - 08/22/1985
FOCUS SECURITIES, INC.
NA
06/24/1983 - 03/18/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
06/22/1983 - 07/05/1983
E. F. HUTTON & COMPANY INC
IA
Issued 07/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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