Unclaimed
Donna Helen Badley is a registered investment advisor representative with PFS Investments Inc., a firm with over 3500 licensed agents. Donna has been in the securities industry since 1997 and has been registered with the state of Minnesota since that time. She is also registered in Florida, New York, and Minnesota as an Investment Advisor Representative. She offers financial planning and portfolio management services to individuals and businesses. Donna is a Series 6 and Series 63 licensed representative. She is also licensed as an Investment Advisor Representative in Minnesota.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
12/05/2013 - Present
PFS Investments Inc. (BURNSVILLE MN)
BC
Issued 09/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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