Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jenkins is a financial advisor with over 23 years of experience in the industry. Donna currently works with Osaic Wealth, Inc. and is registered in 14 states. She offers a range of services to individuals and businesses, including financial planning, portfolio management, and pension consulting. Donna is passionate about helping her clients achieve their financial goals and providing them with the support they need to make informed decisions about their financial future.
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
MO
09/26/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
IA
07/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (CEDAR RAPIDS IA)
IA
05/01/2015 - 07/25/2017
VOYA FINANCIAL ADVISORS, INC. (HIAWATHA IA)
IA
05/23/2008 - 05/08/2015
METLIFE SECURITIES INC. (CEDAR RAPIDS IA)
IA
06/20/2000 - 05/28/2008
INTERSECURITIES, INC. (CEDAR RAPIDS IA)
IA
Issued 04/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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