Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna McAndrew is a financial advisor with over 16 years of experience in the industry. Donna is currently registered with Voya Financial Advisors, Inc. Prior to that, Donna was employed by ING Financial Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donna holds the Series 7, Series 24, Series 52TO, Series 53 and Series 66 licenses. Donna provides financial planning, portfolio management and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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
CT
01/03/2011 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
07/07/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
10/31/2005 - 06/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLASTONBURY CT)
BOTH
Issued 12/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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