Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kistle latteri is a financial advisor with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Donna has been in the financial industry since 2013 and has experience in providing portfolio management services for individuals. Donna is licensed in Delaware and Nebraska and has passed the Series 6, Series 63, and SIE exams. Donna focuses on providing individual clients with financial services and advice.
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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DE
11/20/2013 - Present
PFS Investments Inc. (DOVER DE)
BC
Issued 01/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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