Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Ann Kaczmar is a financial advisor with Raymond James Financial Services Advisors, Inc. Donna has been in the financial services industry since June 1993. She is registered with the state of Arkansas and Texas and holds a Series 7, Series 9, Series 10, Series 63, and Series 66. Donna's previous employers include Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Donna Ann Kaczmar specializes in retirement planning, investments, insurance, and estate planning. Donna's office is located in Mountain Home, Arkansas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
10/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (MOUNTAIN HOME AR)
AR
01/01/2008 - 10/05/2018
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN HOME AR)
AR
06/16/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MOUNTAIN HOME AR)
BOTH
Issued 08/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Kaczmar is the right advisor for you? Invested Better is here to help.
