Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Brandt is a registered investment advisor representative with PFS Investments Inc. and has been in the industry since 2002. Donna is licensed to provide investment advice in Arkansas, California, Oklahoma, and Washington. Donna holds a Series 6, 63, 26, and 65 licenses, along with the SIE. Donna is a licensed agent with Primerica Financial Services in addition to her role with PFS Investments Inc. and has been registered with PFS Investments Inc. since July of 2019.
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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CA
07/19/2019 - Present
PFS Investments Inc. (SAN JOSE CA)
IA
Issued 09/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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