Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna McClure is a registered representative with Planmember Securities Corp. and has been in the industry since 1994. Donna is also an insurance agent for McClure & Associates. Donna has passed the Series 6, Series 63 and SIE exams. Donna McClure has been registered in the state of California since 2006 and Colorado since 2023. Donna McClure has previously worked at Centaurus Financial, Inc. Planmember Securities Corp. specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Provides investment supervisory services
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.
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CA
03/10/2006 - Present
Planmember Securities Corp. (CORONA CA)
CA
03/24/1994 - 12/20/2005
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BC
Issued 04/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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