Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Buchanan is a financial advisor with over 28 years of experience in the financial services industry. Donna is currently registered with Cambridge Investment Research Advisors, Inc. in Maryland as a registered representative and investment advisor. She is also a partner at Benefit Watch, LLC, an independent insurance agency. Donna has held previous positions with SunAmerica Securities, Inc., Crestar Securities Corporation, and Loyola Investment Services, Inc. Donna holds several securities licenses including Series 6, 7, 63, and 65. She has also passed the Securities Industry Essentials Exam. Donna specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement 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.
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
MD
10/29/2007 - Present
Cambridge Investment Research Advisors, Inc. (BALTIMORE MD)
AZ
10/08/1996 - 03/01/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
VA
02/01/1996 - 10/04/1996
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MD
02/23/1994 - 02/01/1996
LOYOLA INVESTMENT SERVICES, INC. (TOWSON MD)
IA
Issued 03/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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