Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Gay Stewart is a financial advisor associated with Raymond James & Associates, Inc. Donna is registered with the state of Texas as an Investment Advisor Representative and a Registered Representative. Donna has been in the securities industry since November 1995. Previously, Donna was associated with Morgan Keegan & Company, Inc., UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. Donna has passed the Series 63, Series 65, Series 7, and SIE exams.
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.
Please see note in schedule d - miscellaneous
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
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (DALLAS TX)
TX
09/19/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
NJ
01/14/2005 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
07/01/2003 - 01/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/24/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/14/1995 - 04/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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