Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Santangelo Cleveland is a financial advisor with Wells Fargo Clearing Services, LLC. Donna has been in the industry since 1995. Donna has a broad range of experience in the financial services industry, working with clients in various states and with different financial needs. Donna's current role is as a registered representative of Wells Fargo Clearing Services, LLC, and she provides investment advice to individuals and families, small and medium-sized businesses, and high-net-worth individuals. She has a diverse clientele, including insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Donna is committed to helping her clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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
NJ
03/31/2010 - Present
Wells Fargo Clearing Services, LLC (CHERRY HILL NJ)
NJ
11/17/2009 - 03/12/2010
TD WEALTH MANAGEMENT SERVICES INC. (BRIDGETON NJ)
NJ
12/14/2007 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (BRIDGETON NJ)
NJ
11/27/2007 - 12/04/2007
PRIMEVEST FINANCIAL SERVICES, INC. (MILLVILLE NJ)
NJ
06/27/2007 - 11/13/2007
SECURITIES SERVICE NETWORK, INC. (VINELAND NJ)
NJ
08/05/2002 - 02/27/2006
WACHOVIA SECURITIES, LLC (HAMMONTON NJ)
MO
10/01/2000 - 03/11/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/01/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
01/27/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
11/29/1993 - 01/11/1995
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 02/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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