Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Wascher is a financial advisor who has been in the industry since September 2008. Donna is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed in Illinois and Texas. Donna also holds Series 7, 63, and 66 licenses. Donna's previous experience includes working at Wells Fargo Clearing Services, LLC. Donna has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Donna offers a range of financial planning and investment advisory services.
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.
Investment consulting services to institutional clients
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.
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IL
03/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOURBONNAIS IL)
IL
09/03/2008 - 03/10/2022
WELLS FARGO CLEARING SERVICES, LLC (BOURBONNAIS IL)
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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