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 Pagano is a financial advisor with over 30 years of experience in the financial services industry. Donna is currently registered with Commonwealth Financial Network and has previously worked with Woodbury Financial Services, Inc., AXA Advisors, LLC and MONY Securities Corporation. She is a licensed investment advisor and holds FINRA Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Donna specializes in providing financial planning, portfolio management and investment advisory services to individuals, families and businesses. She works with her clients to develop personalized strategies designed to help them reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/01/2021 - Present
Commonwealth Financial Network (Westlake Village CA)
CA
11/28/2007 - 06/03/2021
WOODBURY FINANCIAL SERVICES, INC. (WESTLAKE VILLAGE CA)
CA
06/01/2005 - 11/09/2007
AXA ADVISORS, LLC (WESTLAKE VILLAGE CA)
NY
08/19/1991 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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