Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnas? Claim Your ProfileDonnas Landry is a financial professional with over 15 years of experience in the industry. Donnas is currently registered with Next Financial Group, Inc. and has been associated with the firm since April 2018. Prior to that, Donnas was affiliated with CETERA INVESTMENT SERVICES LLC and MetLife Securities Inc., among others. Donnas has a strong background in securities and investment advisory services, holding various licenses and certifications. Donnas's experience and expertise provide a comprehensive range of financial services to clients, including individuals, corporations, and charitable organizations.
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.
Seminar/workshop attendance fees
1
2
TX
04/03/2018 - Present
Next Financial Group, Inc. (SAN ANTONIO TX)
LA
04/12/2013 - 04/02/2018
CETERA INVESTMENT SERVICES LLC (METAIRIE LA)
LA
03/25/2011 - 01/10/2013
METLIFE SECURITIES INC. (METAIRIE LA)
LA
06/09/2010 - 03/17/2011
CHASE INVESTMENT SERVICES CORP. (MANDEVILLE LA)
LA
06/01/2009 - 05/24/2010
MORGAN STANLEY SMITH BARNEY (MANDEVILLE LA)
LA
10/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MANDEVILLE LA)
BOTH
Issued 06/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2021
Series 4 - Registered Options Principal Examination
BC
Issued 07/16/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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