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 Potthoff is a financial advisor with Cetera Advisor Networks LLC. Donna has been in the industry since September 28, 2000, and is registered with the state of California. Donna's registrations include Series 6, 7, 24, and 63. Donna has a proven track record of success in the financial services industry. Donna is committed to providing her clients with the highest level of service and expertise.
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.
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.
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CA
09/28/2000 - Present
Cetera Advisor Networks LLC (LODI CA)
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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