Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lee Harris is an Investment Advisor Representative who has been in the industry since June 2005. Donna is currently registered with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Donna provides financial planning and portfolio management services for individuals and businesses. Donna has earned Series 63, 66, 7, 9, 10, and 24 licenses and also holds the SIE exam designation.
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
IL
09/04/2019 - Present
Edward Jones (BELLEVILLE IL)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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