Unclaimed
Donna Marie Bunn is a licensed and registered investment advisor with PFS Investments Inc. Donna has been in the industry since May 11, 2014. She provides financial advice to individuals and businesses. Donna has passed the Series 63, Series 6 and SIE exams. She is currently registered in Michigan, Georgia and Kentucky.
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.
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.
1
2
MI
05/12/2014 - Present
PFS Investments Inc. (GRAND BLANC MI)
BC
Issued 12/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Bunn is the right advisor for you? Invested Better is here to help.