Best Investors Account Sign in
Inactive

Donna M Zanetti

Pennsylvania Capital Management Inc.

Huntingdon Valley, PA

Jenkintown, PA

Claim This Profile
Current Employers
Pennsylvania Capital Management Inc.

1841 Huntingdon Pike, Huntingdon Valley, PA 19006 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-05-09
  • PA RA
    APPROVED
    Since 2013-05-09

Branch Locations

1841 Huntingdon Pike, Huntingdon Valley, PA 19006 • United States

Jenkintown, PA • 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
OrganizationCityStateFromTo
Pennsylvania Capital Management Inc. Willow Grove PA 03/2006 Present
Purshe Kaplan Sterling Investments Albany NY 09/2014 Present
Previous Registrations
  • 2009-12-01 → 2012-10-03
    Western International Securities, Inc.
    Jenkintown, PA
Other Businesses

1.PENNSYLVANIA CAPITAL MANAGEMENT INC. 165 TOWNSHIP LINE ROAD SUITE 1400 JENKINTOWN, PA 19046 INVESTMENT RELATED START DATE 9/30/2014

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-06
S63 Uniform Securities Agent State Law Examination 1986-11-06
  • S65 Uniform Investment Adviser Law Examination
    1995-04-06
  • S63 Uniform Securities Agent State Law Examination
    1986-11-06
Other Names
  • Donna Marie Dunn

View on SEC IAPD

Other Firms

WEALTHCARE ADVISORY PARTNERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
SUMMIT INVESTMENT ADVISORY GROUP LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
PRIVATE ADVISOR GROUP, LLC

Other Investors

STEPHEN THOMAS PALMER
Christopher Mallon
IRVIN G SCHORSCH
Jack Victor Clauser
Francisco Javier Gil
TYLER ROBERT KREGER
JAMES MICHAEL SPINDLER
John Isaac Marotta

Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · HUNTINGDON VALLEY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntingdon Valley, PA
LPL FINANCIAL LLC · HUNTINGDON VALLEY, PA
SUMMIT INVESTMENT ADVISORY GROUP LLC · HUNTINGDON VALLEY, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Willow Grove, PA
KESTRA ADVISORY SERVICES, LLC · Huntingdon Valley, PA
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Willow Grove, PA
PRIVATE ADVISOR GROUP, LLC · Southampton, PA

More in Huntingdon Valley, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor