Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Sudyn is a wealth advisor at Osaic Wealth, Inc. with over 35 years of experience in the financial services industry. Donna has a broad range of experience in wealth management, financial planning, and insurance. Donna is committed to providing personalized financial advice to help clients achieve their financial goals. She works with a wide range of clients, including high-net-worth individuals, families, and businesses. Donna holds a variety of licenses and certifications, including Series 6, 7, 24, and 66. She is also a Registered Representative of Securities America, Inc. Donna is passionate about helping her clients understand their financial options and make informed decisions about their money.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (CLARENCE CENTER NY)
NY
01/04/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LANCASTER NY)
NY
10/06/2010 - 12/14/2020
KEY INVESTMENT SERVICES LLC (DEPEW NY)
NY
06/06/2007 - 10/15/2010
CCO INVESTMENT SERVICES CORP. (WEST SENECA NY)
NY
05/01/1995 - 05/25/2007
M&T SECURITIES, INC. (CHEEKTOWAGA NY)
NY
06/03/1991 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
01/25/1988 - 07/03/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/25/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BOTH
Issued 06/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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