Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Scotti is a financial advisor with over 30 years of experience in the industry. She is currently registered with Boston Financial Management LLC and Captrust. Donna's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She also has extensive experience in financial planning, portfolio management, and investment advice. Donna specializes in providing financial guidance to individuals and families, businesses, and non-profit organizations. Donna's current affiliations are Boston Financial Management LLC and Captrust.
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.
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.
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MA
09/29/2022 - Present
Boston Financial Management LLC (BOSTON MA)
MA
10/20/2004 - 07/26/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/25/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/16/2001 - 10/25/2002
FIS SECURITIES, INC. (BOSTON MA)
MA
11/10/1998 - 03/19/1999
CULVERWELL & CO., INC. (BOSTON MA)
MO
12/15/1992 - 01/15/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/13/1990 - 12/18/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
ME
01/23/1990 - 07/18/1990
LIVADA SECURITIES, INC. (PORTLAND ME)
IA
Issued 01/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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