Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jordan is a financial advisor with over 40 years of experience in the industry. Donna is a Registered Representative and Investment Advisor Representative, with both state and federal licenses. Donna is currently employed with Morgan Stanley, in the Marco Island, FL branch office. Donna's previous employers include UBS Financial Services Inc, Gruntal & Co. Incorporated and John Hancock Distributors, Inc. Donna holds Series 1, 3, 7, 63 and 65 licenses. Donna focuses on financial planning, asset allocation, and portfolio management for individuals, businesses and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Marco Island FL)
CT
05/16/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTPORT CT)
CT
07/19/1993 - 06/14/2007
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
NY
12/22/1982 - 07/20/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
02/22/1980 - 04/18/1983
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
02/22/1980 - 04/15/1983
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 06/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1991
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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