Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Woodruff is a financial advisor registered with Capital Insight Partners, LLC based in Scottsdale, Arizona. Donna specializes in providing investment counseling, financial planning, and pension consulting services. Donna has been working in the financial industry since 1997 and has a Series 65 license, which allows her to provide investment advice to individuals and companies.
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.
Strategic management for diversified investment portfolios.
Investment counseling
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.
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AZ
09/12/2017 - Present
Capital Insight Partners, LLC (SCOTTSDALE AZ)
IA
Issued 08/21/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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