Donna M. Chaney
Professional summary
Donna Marie Chaney, who also goes by Donna Marie Yeakel, is a registered financial advisor currently at CHANEY FINANCIAL SERVICES, INC. located in Pasadena, California.
Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Donna has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donna Marie Chaney's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2008 - Present
CHANEY FINANCIAL SERVICES, INC.
July 12, 2004 - November 23, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
June 22, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
June 22, 2004 - November 23, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2008)
Exams
Current Firm
CHANEY FINANCIAL SERVICES, INC.
CRD#: 145602 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 35,760,460 |
Red Flags
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