Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Menza is an investment advisor representative with Osaic Wealth, Inc.. Donna has been in the financial services industry for over 30 years, starting her career in 1991. Donna holds Series 6, 7, 26, and 63 licenses. Donna's background includes experience with several firms including Securities America, Inc. and Cadaret, Grant & Co., Inc.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
11/07/2016 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
01/24/2011 - 11/09/2016
CADARET, GRANT & CO., INC. (WILLIAMSVILLE NY)
NY
05/26/2005 - 02/02/2011
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
05/05/2003 - 05/25/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/14/1991 - 05/02/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Menza is the right advisor for you? Invested Better is here to help.
