Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Sterwerf is a financial advisor at Constellation Wealth Advisors, a Registered Investment Advisor with offices in Cincinnati, Ohio. Donna has over 20 years of experience in the financial services industry. Donna is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Prior to joining Constellation Wealth Advisors, Donna worked at Merrill Lynch and UBS Paine Webber. Donna has a proven track record of helping clients achieve their financial goals. Donna specializes in working with individuals, families, and businesses.
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.
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.
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.
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OH
03/24/2020 - Present
Constellation Wealth Advisors (CINCINNATI OH)
OH
03/06/2003 - 02/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
NJ
03/19/2002 - 02/26/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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