Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Bowler is a financial advisor registered with Wells Fargo Clearing Services, LLC. Donna has been in the industry since March 8, 2000 and has held multiple licenses and registrations over the years. Donna currently has registrations in Pennsylvania and Tennessee. Donna has a strong track record of success and is committed to providing her clients with personalized financial advice. Donna has worked for multiple firms before joining Wells Fargo.
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.
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.
Investment consulting services to institutional clients
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.
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2
TN
09/22/2021 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
PA
01/30/2015 - 06/13/2017
SNOWDEN ACCOUNT SERVICES LLC (PITTSBURGH PA)
PA
04/22/2013 - 01/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
10/07/2011 - 02/13/2012
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
TN
05/25/2010 - 09/15/2011
WELLS FARGO ADVISORS, LLC (JOHNSON CITY TN)
TN
10/09/2008 - 11/06/2009
UBS FINANCIAL SERVICES INC. (JOHNSON CITY TN)
CT
06/01/2008 - 06/06/2008
INFINEX INVESTMENTS, INC. (MERIDEN CT)
VA
10/15/2007 - 06/01/2008
BI INVESTMENTS, LLC (GLEN ALLEN VA)
CA
04/11/2002 - 01/15/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
12/17/2000 - 12/18/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 12/18/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/04/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
TX
05/18/1994 - 12/08/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/17/1993 - 05/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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