Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna A. Fleming is a financial advisor with over 17 years of experience in the industry. Donna is currently registered with LPL Financial LLC in St. Louis, MO. Donna has previously worked with AVANTAX INVESTMENT SERVICES, INC., 1ST GLOBAL CAPITAL CORP., PEAK BROKERAGE SERVICES, LLC, CAPE SECURITIES INC., and SECURITIES SERVICE NETWORK, INC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/08/2022 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
10/25/2019 - 11/08/2022
AVANTAX INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
10/05/2012 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Saint Louis MO)
FL
08/10/2011 - 08/29/2011
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
MO
01/06/2010 - 08/10/2011
CAPE SECURITIES INC. (ST. CLAIR MO)
MO
06/27/2007 - 12/31/2009
SECURITIES SERVICE NETWORK, INC. (ST. CLAIR MO)
MO
02/02/2006 - 06/13/2007
SECURITIES SERVICE NETWORK, INC. (ST. CLAIR MO)
MO
11/10/2003 - 02/01/2006
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
BC
Issued 05/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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