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DONNA SUE MENZA
DONNA S ANGELO, DONNA S ARRASTIA, DONNA SUE ARRASTIA, DONNA ARRASTIA, DONNA S SANTLEY
CRD#: 2180093
IA
B
OSAIC WEALTH, INC.CRD#: 23131 3820 SHERIDAN DRIVE
AMHERST, NY 14226
AMHERST, NY 14226
0
Disclosures
33
Years of Experience
View By:
State Registrations
B
Arizona 6/14/2024
B
Nevada 6/14/2024
B
California 6/14/2024
B
New York 6/14/2024
B
Colorado 6/14/2024
IA
New York 6/14/2024
B
Florida 6/14/2024
B
North Carolina 6/14/2024
B
Georgia 6/14/2024
B
Pennsylvania 6/14/2024
B
Indiana 6/14/2024
B
South Carolina 6/14/2024
B
Louisiana 2/14/2025
B
Texas 6/14/2024
B
Maine 6/14/2024
IA
Texas 6/14/2024
B
Maryland 6/14/2024
B
Virginia 6/14/2024
B
Massachusetts 6/14/2024
B
Washington 6/14/2024
B
Michigan 6/14/2024
SRO Registrations
B
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IA
Registered with this firm since 6/14/2024
B
Registered with this firm since 6/14/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 08/11/2021 - 06/14/2024 | AMHERST, NY | |
B | 11/07/2016 - 06/14/2024 | AMHERST, NY | |
B | 01/24/2011 - 11/09/2016 | WILLIAMSVILLE, NY | |
B | 05/26/2005 - 02/02/2011 | AMHERST, NY | |
B | 05/05/2003 - 05/25/2005 | NEW YORK, NY | |
B | 10/14/1991 - 05/02/2003 | SYRACUSE, NY |
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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.
IA
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.