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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lindley is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives. Donna has been in the industry since June 2, 1992, and has worked for four firms during this time. Donna's experience includes working for Sterne Agee Financial Services, Inc., Amsouth Investment Services, Inc., Invest Financial Corporation, and Capital Brokerage Corporation. She is currently registered with Edward Jones in Mississippi and Texas, and specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, and pension and profit-sharing plans. Donna is a Series 66 and Series 63 licensed advisor.
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.
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.
See schedule d - miscellaneous
1
2
MS
12/11/2018 - Present
Edward Jones (NATCHEZ MS)
MS
12/20/2002 - 09/02/2009
STERNE AGEE FINANCIAL SERVICES, INC. (NATCHEZ MS)
AL
02/14/2000 - 01/03/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
09/17/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
VA
06/03/1992 - 10/23/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 11/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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