Donna E Tretter

Claim This Profile

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-02
PA	RA	APPROVED	2022-07-14

TX RA
APPROVED

Since 2022-09-02
PA RA
APPROVED

Since 2022-07-14

Branch Locations

515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Allentown	PA	06/2009	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

Allentown, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-14

S66 Uniform Combined State Law Examination

2022-07-14

Other Names

Donna E Miller
Donna E Keinert

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

SECTOR ANALYSTS LLC

LOMBARD ADVISERS INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

ERICKSON FINANCIAL GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Jessica Ann Paretta

JOHN DAVID TUMOLO

PATRICK JAMES HUTCHINSON

DAVID FREDERICK GUENSCH

REKHA MUKESH TRIVEDI

ALIASGHER NURALI SOMJI

Timothy O'Connors

Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA

SECTOR ANALYSTS LLC · ALLENTOWN, PA

LOMBARD ADVISERS INCORPORATED · Allentown, PA

WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA

J.P. MORGAN SECURITIES LLC · Trexlertown, PA

ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA

CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA

AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

More in Allentown, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor