Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Casey Feuerherdt is a financial advisor registered with Raymond James Financial Services Advisors, Inc., located in LAKE OSWEGO, OR. Donna has been in the financial services industry since March 23, 1994 and has been registered with Raymond James Financial Services Advisors, Inc. since February 9, 2017. Donna is a Registered Representative of Raymond James Financial Services, Inc. and an Investment Advisor Representative of Raymond James Financial Services Advisors, 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.
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
OR
02/09/2017 - Present
Raymond James Financial Services Advisors, Inc. (LAKE OSWEGO OR)
OR
08/18/2006 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (LAKE OSWEGO OR)
WA
01/14/2003 - 08/03/2006
ICMA-RC SERVICES, LLC (OLYMPIA WA)
MO
10/26/2001 - 01/30/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
03/08/1994 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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