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DONNA MICHELLE FREENEY
DONNA MICHELLE FREENEY MS.
CRD#: 2179943
IA
B
OSAIC WEALTH, INC.CRD#: 23131 877 EXECUTIVE CENTER DRIVE
WEST
ST. PETERSBURG, FL 33702
WEST
ST. PETERSBURG, FL 33702
0
Disclosures
32
Years of Experience
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State Registrations
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Florida 11/2/2018
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Florida 11/2/2018
SRO Registrations
B
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Registered with this firm since 11/2/2018
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Registered with this firm since 11/2/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/13/2016 - 11/02/2018 | ST. PETERSBURG, FL | |
B | 05/13/2016 - 11/02/2018 | ST. PETERSBURG, FL | |
IA | 11/16/1999 - 05/13/2016 | ST. PETERSBURG, FL | |
B | 11/12/1999 - 05/13/2016 | ST. PETERSBURG, FL | |
B | 05/13/2009 - 09/04/2009 | ST. PETERSBURG, FL | |
B | 09/28/2004 - 05/25/2007 | LOS ANGELES, CA | |
B | 05/26/1992 - 10/13/1999 | ST. PETERSBURG, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.