Donna Michelle Freeney

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  St. Petersburg, FL
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  St. Petersburg, FL
• 1999-11-16 → 2016-05-13
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-04-14

Other Names

• Donna Michelle Freeney
• Donna Michelle Freeney