Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Louise Payne is a financial advisor registered with Centaurus Financial, Inc. Donna has been in the financial industry since 1981. Donna has a long history of experience in the industry and has worked with several firms. Donna is currently registered with Centaurus Financial, Inc. in California, Florida, Georgia and Indiana.
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.
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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2
CA
11/08/2023 - Present
Centaurus Financial, Inc. (Summerland CA)
CA
11/23/2009 - 12/15/2010
VSR FINANCIAL SERVICES, INC. (SANTA BARBARA CA)
CA
07/31/2009 - 12/07/2009
SORRENTO PACIFIC FINANCIAL, LLC (SANTA BARBARA CA)
CA
05/17/2004 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
MO
07/20/2001 - 04/01/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
11/21/1990 - 07/26/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/11/1988 - 12/14/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/21/1981 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 11/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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