Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Marie Abercrombie is a financial advisor with U.s. Bancorp Investments, Inc. Donna has been in the financial industry since 2018. Donna holds Series 6 and Series 63 licenses. Donna specializes in investments for individuals, businesses, and pension and profit sharing plans. Donna is a registered representative with the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
11/24/2021 - Present
U.s. Bancorp Investments, Inc. (Los Angeles CA)
CA
11/03/2017 - 07/20/2021
J.P. MORGAN SECURITIES LLC (SAN PEDRO CA)
BC
Issued 11/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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