Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jackson is an investment advisor representative at Cuso Financial Services, LP. Donna has been working in the financial services industry since 1994 and has experience with a variety of firms. Donna has Series 7 and Series 63 securities licenses and Series 65 investment advisor license. Donna specializes in financial planning and portfolio management for individuals and businesses. Donna is also a licensed insurance agent in multiple states.
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.
1
2
SC
03/07/2016 - Present
Cuso Financial Services, LP (Greenville SC)
OH
08/09/2011 - 01/11/2016
KEY INVESTMENT SERVICES LLC (SHAKER HEIGHTS OH)
OH
09/24/2007 - 08/17/2011
AXA ADVISORS, LLC (CLEVELAND OH)
OH
03/27/1999 - 09/27/2007
FIFTH THIRD SECURITIES, INC. (CONCORD OH)
OH
01/22/1996 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
CA
07/19/1995 - 01/19/1996
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
05/31/1994 - 06/26/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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