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 with PFS Investments Inc. Donna has over 20 years of experience in the financial services industry. Donna's expertise includes investment advisory services, portfolio management for individuals and financial planning. Donna is registered with the state of Wisconsin and Texas as a Registered Investment Advisor (IA). Donna is also registered with the states of Florida, Illinois, Minnesota, New Mexico, North Dakota, Texas, Washington, and Wisconsin as a Broker. She holds the following securities licenses: Series 6, Series 63 and Series 65. Donna's current employment is with PFS Investments Inc. in La Crosse, WI.
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 06/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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