Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Everett Donna is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. John has been in the financial industry since 1997 and has experience in various areas including investments, securities and insurance. John holds the Series 7, 9, 10, 63 and 66 licenses and is registered in multiple states. John is committed to helping clients reach their financial goals and providing them with personalized service.
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
RI
09/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
RI
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
03/05/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
09/04/1998 - 03/05/2001
SURETRADE INC. (LINCOLN RI)
MN
10/01/1997 - 06/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1997 - 06/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative 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
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