Donna McNeely is the President of Kinecta Financial Management Company, LLC, a wholly owned subsidiary of Kinecta Federal Credit Union. Donna is the President of Kinecta Financial & Insurance Services, LLC, a broker-dealer providing Wealth Management services, where she focuses on optimizing day-to-day operations, managing strategic initiatives, establishing process improvements, and overseeing all departments within the company.
Donna holds the following registrations through LPL Financial: FINRA Series 6, 7, 24, 63 and 66 registrations, as well as Life and Health Insurance Agent’s license and Property/Casualty Insurance broker’s license for the state of California, CA Insurance License #0A78448.
Donna is a Registered Securities Principal in all 50 states and is an alumna of The Wharton School, University of Pennsylvania.
Check the background of this investment professional on FINRA’s BrokerCheck.