Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dona? Claim Your ProfileDona Walton is a financial professional with over 27 years of experience in the industry. Dona is currently registered with Ameriprise Financial Services, LLC and is actively licensed in 27 states and 2 U.S. territories. Dona holds the Series 63, Series 7, and SIE licenses and is a Certified Financial Planner. Dona has a long history of serving clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and trusts. Dona can provide services like asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
NM
10/06/2006 - Present
Ameriprise Financial Services, LLC (Albuquerque NM)
MN
11/03/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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