Unclaimed
Gina Donaldson is a financial professional registered with Northwestern Mutual Investment Services, LLC. Gina is licensed in California and has a Series 63, Series 6TO and SIE license. Gina Donaldson's office is located at 21800 Oxnard St Ste 800, Woodland Hills, CA 91367.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
04/11/2024 - Present
Northwestern Mutual Investment Services, LLC (WOODLAND HLS CA)
BC
Issued 08/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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