Unclaimed
Donna Jeanne Blewitt is a financial advisor with PFS Investments Inc. Donna joined the firm in 2004 and has been working in the financial services industry since 1988. Donna has a Series 6, 26, and 63 license. Donna has a strong focus on helping individuals with their financial planning needs.
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.
1
2
CT
01/12/2004 - Present
PFS Investments Inc. (HAMDEN CT)
GA
04/04/1988 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Blewitt is the right advisor for you? Invested Better is here to help.