Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Patrice Fox is a financial advisor in Tarrytown, New York. Donna has been a registered representative for over 20 years and has worked with Cetera Advisor Networks LLC since 2013. Prior to that Donna worked with Walnut Street Securities, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donna has her Series 7 and Series 66 licenses. Donna is a registered representative in New York.
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
NY
09/03/2013 - Present
Cetera Advisor Networks LLC (TARRYTOWN NY)
NY
04/18/2011 - 09/03/2013
WALNUT STREET SECURITIES, INC. (TARRYTOWN NY)
NY
06/01/2009 - 04/11/2011
MORGAN STANLEY SMITH BARNEY (MOUNT KISCO NY)
NY
10/26/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
05/07/2001 - 10/16/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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