Donna A. Berk
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 Albright Berk, who also goes by Donna Albright, was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 2007. Donna had worked at 2 firms and has passed the Series 66 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
June 10, 2010 - May 1, 2015
REAL WEALTH
February 13, 2008 - June 4, 2010
KESTRA INVESTMENT SERVICES, LLC
November 2, 2007 - June 4, 2010
KESTRA INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
REAL WEALTH
CRD#: 153892 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
