Donna B. Nadler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donna Belkin Nadler, AIF®, CFP®, who also goes by Donna Belkin Gould, was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 1985. Donna had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 27, 2021 - December 14, 2023
CMG FINANCIAL PLANNING, LTD.
June 1, 2005 - November 16, 2023
EQUITABLE ADVISORS, LLC
June 1, 2005 - November 16, 2023
EQUITABLE ADVISORS, LLC
April 24, 2002 - June 1, 2005
MONY SECURITIES CORPORATION
November 19, 1985 - June 1, 2005
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
CMG FINANCIAL PLANNING, LTD.
CRD#: 119609 / SEC#:
Contact information
Red Flags
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