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Donna Rose

Donna Rose

Financial Advisor

Followers of Donna Rose235 followers
location of Donna RoseColumbus, Ohio Metropolitan Area

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  • Timeline

  • About me

    Director of Business Strategy

  • Education

    • Franklin University

      -
      Bachelor of Science - BS Financial Management

  • Experience

    • Morgan Stanley

      Jan 2014 - Sept 2019
      Financial Advisor

    • Nationwide Financial

      Oct 2019 - Mar 2021
      Financial Planner

    • Morgan Stanley

      Mar 2021 - Dec 2023
      Financial Planning Director

    • Graystone Consulting from Morgan Stanley

      Dec 2023 - now
      Director of Business Strategy

  • Licenses & Certifications

    • Series 66

      FINRA

    • Series 7

      FINRA
      Dec 1999

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Ohio Department of Insurance

    • Certified Financial Planner (CFP)

      CFP Board

    • Chartered Financial Consultant (ChFC)

      The American College of Financial Services

    • Qualified Plan Financial Consultant (QPFC)

      National Association of Plan Advisors
      Oct 2023