Search

Donna Lucille Lail

from Bel Air, MD
Age ~62

Donna Lail Phones & Addresses

  • 1815 Queen Anne Sq, Bel Air, MD 21015 (219) 671-4849
  • Nottingham, MD
  • Topeka, KS
  • 9505 126Th Ave, Cedar Lake, IN 46303 (219) 374-7775
  • Austin, TX
  • Mokena, IL
  • Laketon, IN
  • Vernon, CT
  • 9505 W 126Th Pl, Cedar Lake, IN 46303 (219) 671-4849

Work

Company: Wells fargo wealth brokerage services - Chicago, IL Sep 2010 Position: Financial advisor/registered client associate

Education

School / High School: Purdue University Calumet 2005 Specialities: MBA in Masters of Business Administration

Skills

Finra Series 7 • 66 Life Health Property & Casualty l... • CFP

Professional Records

License Records

Donna B. Lail

License #:
C002116 - Expired
Category:
Social Work
Issued Date:
Jan 1, 1994
Expiration Date:
Jun 30, 2013 - Non-acticingpr
Type:
Clinical Social Worker

Resumes

Resumes

Donna Lail Photo 1

Financial Solutions Advisor

View page
Location:
9505 west 126Th Pl, Cedar Lake, IN 46303
Industry:
Financial Services
Work:
Wells Fargo Advisors, LLC since Sep 2010
Financial Advisor

VALIC Jul 2009 - Aug 2010
Financial Advisor

Ameriprise Financial Sep 2005 - Aug 2008
Marketing Field Implementation Director

Western & Southern Financial Group Jan 2005 - May 2005
Registered Representative

CUNA Mutual Group Aug 2003 - Sep 2004
Department Head
Education:
Purdue University Calumet 2002 - 2005
MBA, Management3.5
Governors State University 2001 - 2002
BA, Interdisciplinary Studies3.4
Purdue University Calumet 1998 - 2001
A.S., ManagementWorking full time while attending.
Thornton Fractional South 1975 - 1979
Skills:
Personal Retirement Strategies
Wealth Management Plan Creation and Implementation
Estate Planning Services and Wealth Transfer
Business Financial Strategies
Employee Benefits Planning
Interests:
Casinos
Exercise
Home Improvement
Reading
Gourmet Cooking
Sports
Watching Basketball
Golf
Fishing
Home Decoration
Health
Watching Sports
Photograph
Cooking
Cruises
Outdoors
Electronics
Education
Crafts
Fitness
Music
Dogs
Movies
Collecting
Kids
Medicine
Diet
Cats
Travel
Wine
Investing
Traveling
Basketball
Certifications:
Certified Financial Planner
Chartered Life Underwriter
Personal Investment Advisor
Series 66
Series 7
Insurance - All Lines
Donna Lail Photo 2

Donna Lail

View page
Donna Lail Photo 3

Donna Lail

View page
Donna Lail Photo 4

Donna Lail

View page
Donna Lail Photo 5

Donna Lail

View page
Location:
United States
Donna Lail Photo 6

Donna Lail Cedar Lake, IN

View page
Work:
Wells Fargo Wealth Brokerage Services
Chicago, IL
Sep 2010 to May 2013
Financial Advisor/Registered Client Associate

Purdue University Calumet
Hammond, IN
Jan 2012 to May 2012
Adjunct Professor

Valic
Northwest, Indiana, US
2009 to 2010
Financial Advisor

Ameriprise Financial

2005 to 2008
Marketing Field Implementation Director

Work Assignments
Merrillville, IN
2000 to 2005
Student

Prudential
Merrillville, IN
1990 to 1999
Financial Advisor

Sears Financial Network
Chicago, IL
1985 to 1990
Financial Advisor

Education:
Purdue University Calumet
2005
MBA in Masters of Business Administration

Governors State University
2002
BA in Interdisciplinary Studies

Purdue University Calumet
2001
AS Management

Skills:
Finra Series 7, 66 Life Health Property & Casualty licenses. CLU, CFP
Donna Lucille Lail from Bel Air, MD, age ~62 Get Report