Unclaimed
Donna Wilson is a financial professional with over 20 years of experience in the industry. She has held various roles at several firms, including AT Investor Services, Inc. and AMVESCAP Services, Inc. Donna currently works as a registered representative at Invesco Distributors, Inc. Donna is also a Series 7, Series 24, and Series 79TO licensed professional.
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.
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.
1
2
NY
12/07/2007 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NY
07/15/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
GA
01/06/2003 - 07/15/2005
AMVESCAP SERVICES, INC. (ATLANTA GA)
BC
Issued 08/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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