Unclaimed
Donna Boyette is an investment advisor representative at Wells Fargo Clearing Services, LLC. Donna has over 30 years of experience in the financial services industry. She holds a Series 3, 4, 7, 8, 9, 10, 63 and 65 licenses. Donna has been registered with Wells Fargo Clearing Services, LLC since June 2009. Previously, Donna was registered with UBS Financial Services Inc. from 2005 to 2009 and Citigroup Global Markets Inc. from 1990 to 2005. Donna's previous employment was in Denver, CO, New York, NY, and Greenwood Village, CO.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
03/31/2011 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
CO
10/17/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
NY
03/20/1990 - 09/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/1990
Series 4 - Registered Options Principal Examination
BC
Issued 07/10/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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