Donna L. Renaud
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 Lee Renaud, who also goes by Donna Schweitzer, Donna Lee Tallentine, Donna Lee Tallentire, was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 1987. Donna had worked at 7 firms and has passed the Series 63, Series 2 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
May 12, 2017 - March 20, 2023
METIS VALUE PARTNERS, LLC
September 10, 1993 - March 16, 1995
FORTREND SECURITIES, INC.
May 5, 1993 - September 10, 1993
FORTREND SECURITIES, INC.
January 2, 1990 - January 16, 1990
PRESCOTT, BALL & TURBEN, INC.
October 5, 1989 - January 2, 1990
GULFSTREAM FINANCIAL ASSOCIATES, INC.
October 31, 1988 - October 9, 1989
CITIGROUP GLOBAL MARKETS INC.
February 9, 1988 - August 2, 1988
CITIGROUP GLOBAL MARKETS INC.
February 24, 1987 - February 12, 1988
E. F. HUTTON & COMPANY INC
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
Series 2
Date: 4/15/1994
Non-Member General Securities ExaminationCurrent Firm
METIS VALUE PARTNERS, LLC
CRD#: 287962 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
