Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Reuter is a financial advisor at Edward Jones, a firm that provides a wide range of financial services including portfolio management for businesses and individuals. Donna has been a registered representative in the financial industry since 1998. She has a wide range of experience working with clients in various states across the country. Donna holds several professional licenses and designations including Series 6, 7, and 63. She also holds a Series 66 license which qualifies her to offer investment advice in multiple states. Donna has been with Edward Jones since 2010 and has worked with clients in the River Falls, Wisconsin area.
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.
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.
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.
See schedule d - miscellaneous
1
2
WI
01/26/2012 - Present
Edward Jones (RIVER FALLS WI)
WI
09/12/2008 - 02/01/2010
CUNA BROKERAGE SERVICES, INC. (RIVER FALLS WI)
WI
10/24/2007 - 08/28/2008
PRIMEVEST FINANCIAL SERVICES, INC. (HUDSON WI)
MN
12/16/1998 - 11/20/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 11/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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