Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Donina is a financial advisor with UBS Financial Services Inc. located in Chattanooga, Tennessee. Carla has been in the financial services industry since 1980 and has been with UBS since 2009. Carla has a wide range of experience in the financial services industry, including experience in investment advisory, brokerage, and insurance. Carla is registered with the state of Tennessee and Texas and holds several professional designations, including Series 7, Series 63, Series 31, and Series 65. Carla specializes in working with high-net-worth individuals, families, businesses, and charitable organizations. Carla is a member of the Board of Governors for ParkRidge Health System.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
01/02/2009 - Present
UBS Financial Services Inc. (CHATTANOOGA TN)
TN
07/01/1980 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHATTANOOGA TN)
IA
Issued 08/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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