Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kay Bradley has been in the financial services industry since September 9, 1991. Donna is registered with Commonwealth Financial Network and has been with the firm since April 17, 2023. Donna has a history with PRINCIPAL SECURITIES, INC. and was with that firm from September 10, 1991 to April 21, 2023. Donna has also been licensed by the states of Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Louisiana, Nevada, North Carolina, Oklahoma, Oregon, South Carolina, Texas, Virginia, and Washington. Donna has obtained the following securities licenses: Series 6, Series 63, Series 65, and SIE.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/17/2023 - Present
Commonwealth Financial Network (Modesto CA)
CA
09/10/1991 - 04/21/2023
PRINCIPAL SECURITIES, INC. (Modesto CA)
IA
Issued 04/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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