Donna Lail, financial advisor Nottingham MD
93 score

Donna Lail

CRD 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 27 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Donna L. Lail
Phone Number: 716-651-4783
Firm Website: https://www.mtb.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, OH, TN, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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