Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Rae Jordan is a financial advisor with Wealthpenn.comllc in Marco Island, Florida. Donna Jordan has over 40 years of experience in the financial industry. Donna Jordan is registered to provide investment advice in Connecticut, Florida, and Texas. Prior to joining Wealthpenn.comllc, Donna Jordan was a financial advisor at Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Gruntal & Co. Incorporated, and John Hancock Distributors, Inc. Donna Jordan has a wide range of experience in the financial industry, including investment advice, financial planning, and portfolio management. Donna Jordan is dedicated to providing her clients with personalized financial advice and guidance.
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 6/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/1991
Series 3 - National Commodity Futures Examination
BC
Issued 2/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 2/7/1980
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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