Unclaimed
Donna Lynn Scott is a financial professional with over 10 years of experience in the industry. Donna is currently registered with TRB Capital Markets, LLC and Estrada Hinojosa & Company, Inc. in Texas. Donna has a strong background in municipal securities, having previously worked at Southwest Securities, Inc. and George K. Baum & Company. Donna holds the Series 50, SIE, and Series 52 exams.
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.
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.
1
2
TX
08/09/2024 - Present
TRB Capital Markets, LLC (DALLAS TX)
TX
07/28/2016 - 05/22/2019
UMB FINANCIAL SERVICES, INC. (Dallas TX)
TX
03/20/2015 - 06/16/2016
GEORGE K. BAUM & COMPANY (Dallas TX)
TX
10/06/2014 - 03/24/2015
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2014
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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