Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Labrie is a financial professional with over 20 years of experience in the financial services industry. Donna is currently registered with Assetmark Brokerage, LLC. Prior to joining Assetmark Brokerage, LLC, Donna was a registered representative with Capital Brokerage Corporation, Keefe, Bruyette & Woods, Inc., Charles Schwab & Co., Inc., PFS Investments Inc., Round Hill Securities, Inc. and Alamo Capital. Donna has a broad background in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
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2
CA
04/04/2016 - Present
Assetmark Brokerage, LLC (CONCORD CA)
VA
09/05/2012 - 04/24/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
11/23/2010 - 11/04/2011
KEEFE, BRUYETTE & WOODS, INC. (SAN FRANCISCO CA)
CA
09/13/2006 - 02/20/2009
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
GA
06/14/2004 - 07/28/2005
PFS INVESTMENTS INC. (DULUTH GA)
CA
01/04/2001 - 06/10/2002
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
08/22/2000 - 10/03/2000
ALAMO CAPITAL (WALNUT CREEK CA)
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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