Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Cirelli is a financial advisor with over 20 years of experience in the industry. Donna is currently registered with PFS Investments Inc. as a Registered Representative (RR) and Investment Advisor Representative (IAR). Prior to joining PFS Investments Inc., Donna was affiliated with Farmers Financial Solutions, LLC and HD Vest Investment Services. Donna holds Series 6, 7, and 63 licenses as well as the SIE exam. Donna is also a Personal Financial Specialist.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/06/2025 - Present
PFS Investments Inc. (AUBURN CA)
CA
10/17/2018 - 06/27/2019
FARMERS FINANCIAL SOLUTIONS, LLC (FOLSOM CA)
CA
10/10/2002 - 10/31/2016
HD VEST INVESTMENT SERVICES (SHINGLE SPRINGS CA)
GA
05/12/2000 - 10/11/2002
PFS INVESTMENTS INC. (DULUTH GA)
TX
08/24/1994 - 06/21/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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