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 Sabb is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Donna has been working in the financial services industry since 1986. She is registered with the Securities and Exchange Commission (SEC) and holds Series 7, Series 63, and Series 65 licenses. Donna works with both individuals and institutional clients, providing a range of services including investment consulting, financial planning, and portfolio management. Donna is also a registered investment advisor (RIA) with a license in Pennsylvania and Texas.
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.
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.
Investment consulting services to institutional clients
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
OH
05/04/2009 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
NJ
08/02/1999 - 05/08/2009
CITIGROUP GLOBAL MARKETS INC. (LAWRENCEVILLE NJ)
NY
12/26/1986 - 08/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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