Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donella? Claim Your ProfileDonella Winkler is a financial advisor at Allworth Financial, LP. Donella has been in the financial industry for over 14 years and has worked with a variety of clients, including individuals, families, and small businesses. Donella is a Certified Financial Planner™ and holds the Series 7, Series 10, Series 9, Series 63, and Series 66 licenses. Donella has experience providing financial planning, investment management, and retirement planning services. Donella is committed to helping her clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/01/2022 - Present
Allworth Financial, LP (DURHAM NC)
WY
06/01/2015 - 09/14/2017
BANCWEST INVESTMENT SERVICES, INC. (WORLAND WY)
CO
06/11/2008 - 12/05/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 01/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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