Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannine? Claim Your ProfileJeannine Marie Donis is a registered representative and investment advisor representative with over 12 years of experience in the financial services industry. She is currently associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeannine has held previous positions at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and SPEAR, LEEDS & KELLOGG SPECIALISTS LLC. Jeannine holds the Series 63, Series 66, SIE, Series 7, Series 31, Series 21 and Series 25 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
07/29/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
06/01/2009 - 05/19/2010
MORGAN STANLEY SMITH BARNEY (LAWRENCEVILLE NJ)
NJ
01/06/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAWRENCEVILLE NJ)
NY
10/01/2000 - 02/27/2007
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
BC
Issued 08/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/2002
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 03/26/2001
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeannine Donis is the right advisor for you? Invested Better is here to help.
