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 Stevenson is a financial advisor registered with LPL Financial LLC. Donna has been working in the financial industry since March 9, 1997. Donna is registered in several states including California, Colorado, Florida, Idaho, Oklahoma, Oregon, Pennsylvania, South Dakota and Tennessee. Donna has also worked for INDEPENDENT FINANCIAL GROUP, LLC and PACIFIC WEST SECURITIES, INC.
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
CA
11/26/2019 - Present
LPL Financial LLC (COPPEROPOLIS CA)
CA
01/18/2012 - 11/25/2019
INDEPENDENT FINANCIAL GROUP, LLC (COPPEROPOLIS CA)
CA
06/23/2003 - 01/18/2012
PACIFIC WEST SECURITIES, INC. (COPPEROPOLIS CA)
AZ
04/16/1997 - 07/07/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
03/10/1997 - 04/16/1997
LAGUNA SECURITIES, INC. (NEWPORT BEACH CA)
IA
Issued 01/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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