Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Helena Binion is a financial advisor with Sanders Morris LLC in Houston, Texas. Donna has over 20 years of experience in the financial services industry. Donna is registered with the state of Texas and holds the Series 63, 24, 55, 7 and SIE licenses. Donna specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/20/2011 - Present
Sanders Morris LLC (HOUSTON TX)
TX
12/09/2008 - 07/26/2010
LPL FINANCIAL CORPORATION (HOUSTON TX)
ME
04/01/2002 - 12/31/2006
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
TX
10/18/2000 - 04/02/2001
CYBERCORP.COM (AUSTIN TX)
TX
01/10/2000 - 08/22/2000
TRADECAST SECURITIES, LTD. (HOUSTON TX)
TX
11/20/1998 - 01/03/2000
CORNERSTONE SECURITIES CORPORATION (AUSTIN TX)
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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