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 Stefans is a registered representative of Cetera Investment Advisers LLC, and has over 30 years of experience in the financial services industry. Donna holds the Series 6, 7, 24, 63, 65, and 72 licenses. Donna has previously been registered with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., OCC Distributors, and Reliastar Financial Marketing Corp. Donna specializes in providing financial planning, investment advisory, and tax preparation services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (WOODBURY NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WOODBURY NY)
NY
08/06/1996 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
01/17/1994 - 08/07/1996
OCC DISTRIBUTORS (NEW YORK NY)
WA
08/19/1992 - 09/01/1993
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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