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Dona Sue Hertz is a financial advisor professional located in Melbourne, FL. They specialize in financial advisory. With over 25 years of experience, they bring deep expertise to every client.
Dona Sue Hertz - Ameriprise Financial Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Dona Sue Hertz operates Ameriprise Financial Services, LLC in Melbourne, Florida. With 25 years in the financial advisory field, she brings extensive experience to client relationships. Her practice is registered under FINRA CRD license number 4224432, which governs her regulatory standing and compliance obligations in the financial services industry. Clients working with her can expect the depth of knowledge that comes from two and a half decades of professional involvement in financial planning and advisory services.
Dona Sue Hertz holds a FINRA CRD registration, which indicates she is registered with the Financial Industry Regulatory Authority. This registration means she operates under FINRA's regulatory oversight and must comply with industry standards for conduct, disclosure, and client protection. The CRD system tracks her licensing status, employment history, and regulatory actions. For clients, this registration signals that her practice is subject to external regulatory scrutiny and that her qualifications and background are documented in a central database accessible to regulators and the public.