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 Stanton is a financial advisor at LPL Financial LLC. Donna has been in the financial industry since 1996 and has extensive experience providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Donna has a strong understanding of financial markets and investment strategies. Donna is dedicated to helping her clients achieve 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.
Consulting and other non-discretionary advisory services
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
IA
06/14/2022 - Present
LPL Financial LLC (STORM LAKE IA)
IA
11/10/2017 - 06/17/2022
AVANTAX INVESTMENT SERVICES, INC. (Storm Lake IA)
IA
07/14/2008 - 11/28/2017
CENTURY SECURITIES ASSOCIATES, INC. (STORM LAKE IA)
IA
01/01/2008 - 07/15/2008
WACHOVIA SECURITIES, LLC (STORM LAKE IA)
IA
10/01/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (STORM LAKE IA)
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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