Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jean Bornheimer is a financial advisor who has been in the industry for over 20 years. Donna is registered with PFS Investments Inc. and is licensed to provide investment advice in multiple states. Donna works with individuals, families, and businesses to develop financial plans and manage investments. Donna holds Series 6, 63, 65, and SIE licenses. Donna specializes in helping clients achieve their financial goals through personalized financial planning and investment management. Donna is dedicated to providing her clients with exceptional service and sound financial guidance.
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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WI
07/19/2012 - Present
PFS Investments Inc. (LA CROSSE WI)
IA
Issued 6/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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