Unclaimed
Donna Marie Scallo is a registered representative with Wells Fargo Clearing Services, LLC. Donna Marie has been in the securities industry since November 24, 1988. Donna Marie has passed the Series 7, Series 63, and Series 65 examinations. Donna Marie is also a registered representative of Santander Securities LLC, LPL Financial LLC, PNC Investments, and Securian Financial Services, Inc. Donna Marie specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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
NJ
08/31/2015 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
09/19/2012 - 08/07/2015
SANTANDER SECURITIES LLC (FREEHOLD NJ)
NJ
08/27/2012 - 09/19/2012
LPL FINANCIAL LLC (MANALPAN NJ)
NJ
02/13/2012 - 06/29/2012
PNC INVESTMENTS (BRICK TOWNSHIP NJ)
NJ
07/29/2005 - 02/01/2012
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
NY
01/19/1988 - 12/17/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 10/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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