Donna K. Beers
Professional summary
Donna Kay Beers was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Donna is a previously registered financial advisor and started their career in finance in 1983. Prior to being barred, Donna had worked at 8 firms, which includes TITAN SECURITIES, PRIVATE WEALTH ADVISORS INC., PRIVATE CONSULTING GROUP INC., KESTRA INVESTMENT SERVICES LLC, IFG NETWORK SECURITIES INC., CETERA WEALTH SERVICES LLC, KEOGLER MORGAN & COMPANY INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 17, 2009 - March 27, 2013
TITAN SECURITIES
January 21, 2009 - September 30, 2009
PRIVATE WEALTH ADVISORS, INC.
January 17, 2001 - March 30, 2009
PRIVATE CONSULTING GROUP, INC.
July 10, 2000 - February 5, 2001
KESTRA INVESTMENT SERVICES, LLC
May 9, 2000 - December 31, 2008
PRIVATE CONSULTING GROUP, INC.
December 7, 1999 - July 10, 2000
PRIVATE CONSULTING GROUP, INC.
January 6, 1998 - December 6, 1999
IFG NETWORK SECURITIES, INC.
July 18, 1994 - January 6, 1998
CETERA WEALTH SERVICES, LLC
April 22, 1993 - July 18, 1994
KEOGLER, MORGAN & COMPANY, INC.
September 22, 1983 - April 2, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TITAN SECURITIES
CRD#: 131392 / SEC#: , 8-66462
Contact information
FINRA licenses (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 950 |
| AUM (Assets Under Management) | $ 70,000,000 |
Disclosures
| Regulatory Event | 7 |
Red Flags
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