Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Ellen Potiker is a financial advisor with LPL Financial LLC. Donna has been in the financial services industry since June 22, 1987 and has a Series 7 and SIE license. Donna is registered to provide investment advice in California. Donna has been with LPL Financial LLC since December 16, 1989. Previously, Donna worked at LINSCO FINANCIAL GROUP, INC. and FINANCIAL NETWORK INVESTMENT CORPORATION. LPL Financial LLC is a national firm with over $50 billion in assets under management. LPL Financial LLC provides a range of financial services, including investment advice, financial planning, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
12/16/1989 - Present
LPL Financial LLC (IRVINE CA)
NA
10/23/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
06/23/1987 - 10/29/1987
FINANCIAL NETWORK INVESTMENT CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Potiker is the right advisor for you? Invested Better is here to help.
