Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Bartlett is a financial advisor with over 30 years of experience in the industry. Donna currently works at Stancorp Investment Advisers, Inc. where she is registered to provide investment advice in California. Donna has been a registered representative in 49 states and an investment advisor representative in Oregon. Donna holds Series 4, 7, 24, 52, 53, 63, 65, 79, 99 and SIE licenses. Donna's expertise includes retirement planning, portfolio management, and investment consulting. She has worked with a variety of clients, including individuals, families, businesses, and institutions. Donna is committed to providing her clients with personalized financial advice that helps them 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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
01/02/2025 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
IA
07/10/2023 - 10/04/2023
AUSDAL FINANCIAL PARTNERS, INC. (DAVENPORT IA)
NY
02/01/2022 - 10/31/2022
JUSTLY MARKETS LLC (NEW YORK NY)
IL
04/21/2020 - 01/14/2022
FINALIS SECURITIES LLC (CHICAGO IL)
OR
04/01/2020 - 06/11/2020
M FINANCIAL SECURITIES MARKETING, INC. (PORTLAND OR)
OR
04/01/2020 - 06/11/2020
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CA
12/20/1994 - 10/01/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
06/06/2016 - 12/01/2017
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
12/16/1998 - 01/12/2005
WESTERN SECURITIES CLEARING CORP. (SAN DIEGO CA)
CA
09/19/1990 - 12/20/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
IA
Issued 11/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/10/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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