Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Johns is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Donna has been in the financial services industry since 2016. Donna is registered with the Securities and Exchange Commission and holds the following licenses: Series 6, Series 63, Series 65, and SIE. Donna specializes in retirement planning, insurance, and estate planning. Donna has worked with a variety of clients, including individuals, families, and businesses. Donna has a commitment to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
RI
10/06/2022 - Present
Cambridge Investment Research Advisors, Inc. (Riverside RI)
RI
01/03/2019 - 02/08/2022
MML INVESTORS SERVICES, LLC (WARWICK RI)
MA
02/05/2016 - 01/17/2019
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 08/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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