Donna Seymour has been in financial services for over 31 years. She has worked for some of the largest firms in the industry such as Fidelity Investments, MetLife, Citi Bank, and Bank of America. Donna has a Bachelor of Business Administration. Her 11 years providing planning services to over 4000 employees at Lakeland Regional Medical Center in Lakeland, Florida allowed her to provide financial planning services to those in healthcare whether doctor, nurse, or administration. Donna has been a resident of Florida since 1997.
She holds the following designations and licenses:
- Series 6 (Investment Company Products/Variable Contracts Representative)
- Series 7 (General Securities Representative)
- Series 63 (Uniform Securities Agent State Law Exam)
- Series 65 (Uniform Investment Advisor Law Exam)
- SIE (Security Industries Essentials)
Donna works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. Donna may be reached by phone at (863) 326-9833. Her email address is firstname.lastname@example.org.