Donna LailCRD Number: 1876554
Current Firm: M&t Securities, Inc.
Donna Lail (CRD# 1876554) is an Investment Advisor Representative working at M&t Securities, Inc. in Nottingham, MD and has over 29 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|M&t Bank||Nottingham, MD||Mar 2016 - Current||1|
|Pnc Investments||Merrillville, IN||Jul 2013 - Mar 2016||2|
|Pnc Bank||Merrillville, IN||Jul 2013 - Mar 2016||2|
|Wells Fargo Advisors LLC||Merrillville, IN||Sep 2010 - May 2013||2|
|Valic Financial Advisors||Carmel, IN||Jul 2009 - Sep 2010||1|
|Family Leave||Cedar Lake, IN||Jul 2008 - Jul 2009||1|
|Ameriprise Financial Services Inc.||Minneapolis, MN||Sep 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, OH, TN, TX, VA, WV
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