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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jean Stolper gonzalez is an investment advisor representative at Ameriprise Financial Services, LLC. Donna has been in the financial services industry since 1997. Donna has been a registered representative since 1989 and holds licenses including Series 6, 7, 24, and 63. Donna has also passed the SIE exam. Donna has been with Ameriprise Financial Services, LLC since 2019. Previously, Donna was with OneAmerica Securities, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advantage Capital Corporation. Donna works with individual, high-net-worth individuals, trusts, charitable organizations, pension plans, corporations, and insurance companies. Donna's areas of expertise include financial planning, asset allocation, portfolio management, pension consulting, and publication of periodicals. Donna has a strong track record of success in the financial services industry and is committed to providing her clients with personalized service and investment advice.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/25/2019 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
04/02/2015 - 03/29/2019
ONEAMERICA SECURITIES, INC. (HOUSTON TX)
TX
10/05/2009 - 12/26/2014
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
TX
07/09/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (HOUSTON TX)
NY
07/07/1997 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
04/01/1992 - 08/17/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
01/30/1989 - 04/11/1992
AMERICAN CAPITAL MARKETING, INC.
NA
01/30/1989 - 12/31/1989
ADVANTAGE CAPITAL CORPORATION
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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