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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Gagnon is an investment advisor representative at Efficient Frontier Advisors LLC. Donna has been with Efficient Frontier Advisors LLC since July 2013. Donna is registered with the state of Connecticut as an Investment Advisor Representative. Donna holds the Series 65 license and has been in the industry since May 2008. Donna specializes in providing financial advice to high-net-worth individuals, charitable organizations, and other individuals.
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.
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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CT
11/24/2014 - Present
Efficient Frontier Advisors LLC (EASTFORD CT)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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