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Donna Letona

18 Years of Experience
New York, NY
Broker

Donna Letona is a registered investment advisor, based in New York, NY, with 18 years of industry experience.

Location

225 Liberty St., 11th, New York, NY, 10281

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Invesco Distributors, INC.Broker
January 2012 - Present · 14 yrs 6 mos
Invesco Advisers, INC.
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.
January 2008 - September 2008 · 8 mos
Citigroup Global Markets INC.Broker
October 2007 - September 2008 · 11 mos
State Registrations7 states
GAILNCNYSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Donna Letona - Financial Advisor | TrueAdvisor