Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Juanita Stoll is a registered representative with Charles Schwab & CO., Inc. Donna has been in the securities industry since 1997. Previously, Donna was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL FINANCIAL LLC, Mutual Service Corporation, UBS Financial Services Inc., Dean Witter Reynolds Inc., CITICORP INVESTMENT SERVICES, and First Union Brokerage Services, Inc. Donna holds the following licenses: Series 7, Series 31, Series 63, and Series 65. Donna is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Donna specializes in financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/31/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
FL
11/21/2013 - 08/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COOPER CITY FL)
TN
09/08/2009 - 02/28/2012
LPL FINANCIAL LLC (HOHENWALD TN)
TN
11/17/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (HOHENWALD TN)
NJ
03/22/1999 - 12/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/04/1999 - 02/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/01/1997 - 03/30/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/27/1997 - 11/19/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NC
08/25/1994 - 04/03/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
12/08/1993 - 03/01/1994
GLICKENHAUS & CO. (NEW YORK NY)
NY
10/12/1993 - 11/15/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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