Donna M. Seymour

INGRAM ADVISORY SERVICES

WINTER HAVEN, FL 33884

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CRD#: 1714302

Professional summary

Donna Maria Seymour, who also goes by Donna Maria Pastorik, Donna M Seymour, is a registered financial advisor currently at INGRAM ADVISORY SERVICES, LLC located in Winter Haven, Florida and CENTAURUS FINANCIAL, INC. located in Winter Haven, Florida.

Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Donna has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Maria Pastorik | Donna M Seymour

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Ingram Advisory Services, investment related, 799 Overlook Drive, Winter Haven, FL 33884, , RIA, Investment Adviser Rep 08/15/2009, devoted time is 80 hours a month, manage client investments. 2) Ingram Financial Group, Inc. investment related, 799 Overlook Drive, Winter Have, FL 33884, DBA for investment and insurance related business, Owner/Chief Operational Officer/Insurance Agent 10/2018, Insurance Agent 8/15/2009 - 10/2018, devoted time is 10 hours a month, fixed annuities to diversify client assets.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Maria Seymour's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 15, 2009 - Present

INGRAM ADVISORY SERVICES, LLC

Office #1: 799 Overlook Drive, Winter Haven, FL 33884

RIA

CRD#: 123508

WINTER HAVEN, FL

Current

July 27, 2016 - Present

CENTAURUS FINANCIAL, INC.

Office #1: 799 Overlook Drive, Winter Haven, FL 33884

RIA

CRD#: 30833

Winter Haven, FL

Past

August 19, 2019 - December 31, 2020

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

Winter Haven, FL

Past

August 13, 2009 - December 31, 2010

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

WINTER HAVEN, FL

Past

August 7, 2009 - July 29, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

WINTER HAVEN, FL

Past

May 1, 2008 - August 6, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

WINTER HAVEN, FL

Past

April 29, 2008 - August 6, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

WINTER HAVEN, FL

Past

December 7, 2005 - May 7, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

WINTER HAVEN, FL

Past

December 6, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

LAKELAND, FL

Past

December 6, 2005 - May 7, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LAKELAND, FL

Past

October 9, 2001 - January 12, 2006

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

ALPHARETTA, GA

Past

September 6, 2001 - December 31, 2005

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

January 21, 2000 - August 28, 2001

ALLEN & COMPANY OF FLORIDA, LLC

CRD#: 25

LAKELAND, FL

Past

September 23, 1999 - December 2, 1999

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 11, 1997 - December 9, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

May 10, 1994 - February 28, 1995

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

September 19, 1991 - May 4, 1994

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

March 28, 1991 - September 17, 1991

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

November 16, 1987 - February 14, 1991

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INGRAM ADVISORY SERVICES, LLC

INGRAM ADVISORY SERVICES, LLC | INGRAM, DONNIE EUGENE | INGRAM FINANCIAL GROUP

CRD#: 123508 / SEC#: 801-132277

RIA

Registered Investment Advisory firm - (4/7/2025 Approved)

Florida

Registered Investment Advisory firm - (4/25/2025 Terminated)

Georgia

Registered Investment Advisory firm - (4/28/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/11/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/10/2019)

Arkansas
(10/21/2025)

California
(7/27/2016)

Colorado
(2/7/2020)

IAR

Florida
(9/15/2009)

Florida
(8/12/2016)

Georgia
(7/27/2016)

Hawaii
(9/19/2016)

Indiana
(7/5/2019)

Kansas
(1/4/2023)

Kentucky
(6/18/2021)

Maine
(7/28/2016)

Michigan
(7/27/2016)

New Jersey
(7/31/2024)

New York
(1/3/2019)

Ohio
(1/3/2019)

Oklahoma
(1/8/2019)

Pennsylvania
(1/10/2024)

South Carolina
(7/27/2016)

Texas
(4/13/2017)

IAR

Texas
(7/23/2018)

Utah
(7/27/2016)

Virginia
(4/9/2020)

Washington
(1/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/20/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/1987

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INGRAM ADVISORY SERVICES, LLC

INGRAM ADVISORY SERVICES, LLC | INGRAM, DONNIE EUGENE | INGRAM FINANCIAL GROUP

CRD#: 123508 / SEC#: 801-132277

RIA

Registered Investment Advisory firm - (4/7/2025 Approved)

Florida

Registered Investment Advisory firm - (4/25/2025 Terminated)

Georgia

Registered Investment Advisory firm - (4/28/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/11/2025 Terminated)

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Contact information

Main Address

799 Overlook Drive, Winter Haven, FL 33884

Mailing Address

Po Box 7789, Winter Haven, FL 33883

Phone number

(863) 326-9833

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INGRAM ADVISORY SERVICES, LLC ADV BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	790
AUM (Assets Under Management)	$ 101,679,288

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.

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Advisor Monitoring

Firm Stability Insights

Donna M. Seymour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Maria Seymour's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

ALLEN & COMPANY OF FLORIDA, LLC

OSAIC FS, INC.

WMA SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INGRAM ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2001

Series 63

Date: 8/28/1987

SIE

Date: 10/1/2018

Series 7

Date: 4/16/1988

Series 6

Date: 11/13/1987

FINRA

Current Firm

INGRAM ADVISORY SERVICES, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INGRAM ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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