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 Robert is a financial professional with over 20 years of experience in the financial services industry. Donna is currently registered with Nylife Securities LLC and holds Series 6, 6TO, and SIE licenses. Donna has prior experience with NYLIFE SECURITIES LLC and ALLSTATE FINANCIAL SERVICES, LLC. Donna Robert is registered in California.
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.
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.
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2
CA
07/17/2023 - Present
Nylife Securities LLC (GLENDALE CA)
CA
01/15/2003 - 06/20/2008
NYLIFE SECURITIES LLC (WOODLAND HILLS CA)
NE
10/02/2000 - 07/01/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 08/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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