Unclaimed
Donna Lee Ford is a financial advisor who is registered with Edward Jones. Donna is licensed to offer securities and investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Kansas, Louisiana, Michigan, Minnesota, Nevada, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, South Dakota, Texas, Virginia, and Washington. Donna has been working in the financial industry since 2017. Prior to joining Edward Jones, Donna worked at Citizens Bank of Las Cruces in Truth or Consequences, NM. Donna has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Donna's primary focus is on providing financial planning, portfolio management, and pension consulting services.
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
NM
03/22/2021 - Present
Edward Jones (Elephant Butte NM)
BOTH
Issued 03/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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