Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Rasile is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Donna has been in the financial services industry since 1986. Donna has been associated with Wealth Enhancement Advisory Services, LLC since 2024. Previously, Donna was employed by FINTRUST CAPITAL ADVISORS, LLC. Donna holds Series 7 and Series 63 securities licenses. Donna has also passed the Uniform Investment Adviser Law Examination. Donna's specialties include retirement planning, financial planning, and college savings. Donna is a member of Greenville Women's Giving.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
SC
10/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (GREENVILLE SC)
NA
06/06/1989 - 12/23/1994
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
07/09/1987 - 06/14/1989
SALOMON BROTHERS INC.
NA
04/23/1986 - 03/10/1987
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 05/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Donna Rasile is the right advisor for you? Invested Better is here to help.
