Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Michelle Freeney is a financial advisor with over 30 years of experience in the industry. Donna currently works at Osaic Wealth, Inc. and previously worked at SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, TRANSAMERICA FINANCIAL ADVISORS, INC., and RAYMOND JAMES & ASSOCIATES, INC. Donna holds several licenses and certifications, including Series 7, 24, 27, 53, 66, SIE and 99TO. Donna has a proven track record of providing exceptional financial advice to a diverse range of clients, including individuals, families, businesses, and institutions. Donna specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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
AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
11/12/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
05/13/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)
CA
09/28/2004 - 05/25/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
FL
05/26/1992 - 10/13/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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