Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Bellamy has been in the financial services industry since September 1986. Donna is currently a registered representative with Madison Avenue Securities, LLC. Donna has a wide range of experience and holds both Series 7 and Series 63 licenses, as well as the Series 65 license for Investment Advisor Law. Donna has held previous registrations with a variety of other firms, including Royal Alliance Associates, Inc. and NSA Securities Corporation. Donna also owns and operates her own business, Financial Planning and Innovations, LTD, where she provides insurance and investment advisory services. Donna is registered to provide investment advice in 18 states, including Illinois, Texas, California, Florida, Georgia, Indiana, Kentucky, Maryland, Minnesota, Mississippi, Missouri, Tennessee, Wisconsin and others.
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.
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.
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2
CA
10/14/2016 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
IL
05/27/2004 - 07/22/2011
ROYAL ALLIANCE ASSOCIATES, INC. (CRESTWOOD IL)
IL
03/15/2004 - 06/10/2004
NSA SECURITIES CORPORATION (SCHAUMBURG IL)
CO
03/24/2003 - 03/12/2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
01/22/1993 - 03/07/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IN
02/21/1992 - 01/09/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NJ
02/26/1987 - 03/06/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
08/22/1986 - 02/05/1987
EBS BROKERAGE SERVICES, INC.
IA
Issued 03/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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