Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Pleasant is a financial advisor who is registered with Vision Capital & Management, a firm based in Davidson, North Carolina. Donna has over 16 years of experience in the financial industry. She has held previous positions at FSC Securities Corporation, Vanguard Marketing Corporation, UVEST Financial Services Group, Inc., and The Strategic Alliance Corporation. Donna is licensed to provide investment advice in North Carolina. Her areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
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NC
10/13/2016 - Present
Vision Capital & Management (DAVIDSON NC)
NC
05/26/2016 - 07/12/2022
FSC SECURITIES CORPORATION (DAVIDSON NC)
NC
10/06/2011 - 01/20/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
04/06/2005 - 09/03/2010
UVEST FINANCIAL SERVICES GROUP, INC. (ALBEMARLE NC)
NC
03/29/2005 - 07/06/2005
THE STRATEGIC ALLIANCE CORPORATION (ALBEMARLE NC)
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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