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 Patterson is a financial advisor associated with Keystone Asset Management, Inc. She has been in the industry since 1987. Donna Jean has been registered with the state of Virginia since 2005, and she has also been registered in Texas since 2008. Donna Jean has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
05/13/2005 - Present
Keystone Asset Management, Inc. (MCLEAN VA)
NA
04/29/1987 - 09/01/1987
FERRIS & COMPANY, INCORPORATED
IA
Issued 05/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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