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 Leeper is an investment advisor representative with LPL Financial LLC. Donna Rae Leeper has been working in the financial services industry since 1999. Donna Rae Leeper is registered with the state of Pennsylvania. Donna Rae Leeper is also registered with FINRA and the state of Pennsylvania as an investment advisor. Donna Rae Leeper previously worked at Infinex Investments, Inc., BB&T Investment Services, Inc., Cetera Investment Services LLC, Bainbridge Securities Inc., ING Financial Partners, Inc., IFMG Securities, Inc., Essex National Securities, Inc., LINSCO/Private Ledger Corp., Nathan & Lewis Securities, Inc. and Franklin Financial Services Corporation. Donna Rae Leeper has a Series 6, Series 63 and Series 65 license.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
09/14/2020 - Present
LPL Financial LLC (EPHRATA PA)
PA
01/03/2017 - 09/15/2020
INFINEX INVESTMENTS, INC. (Ephrata PA)
PA
11/04/2015 - 01/04/2017
BB&T INVESTMENT SERVICES, INC. (LANCASTER PA)
PA
08/14/2008 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (LANCASTER PA)
PA
10/04/2006 - 08/05/2008
BAINBRIDGE SECURITIES INC. (MECHANICSBURG PA)
PA
08/02/2005 - 09/06/2006
ING FINANCIAL PARTNERS, INC. (YORK PA)
NY
02/14/2005 - 08/02/2005
IFMG SECURITIES, INC. (PURCHASE NY)
CA
12/03/2003 - 02/11/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
SC
06/24/2003 - 11/18/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
09/23/2002 - 06/27/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
TX
06/04/1999 - 09/11/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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