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 Dace is a financial advisor with PFS Investments Inc., located in Sacramento, CA. Donna has been in the financial industry for a few years and specializes in financial planning. Donna is licensed in several states including California, Florida, Indiana, Nevada, North Carolina, and Pennsylvania.
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.
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CA
06/29/2022 - Present
PFS Investments Inc. (SACRAMENTO CA)
BC
Issued 10/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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