Unclaimed
Donna Trottnow is a financial advisor with over 28 years of experience in the industry. Donna is currently registered with Wells Fargo Securities, LLC and holds a Series 7, Series 24, Series 52, Series 53, Series 99, Series 14, and Series 63 license. Donna has previously worked with PNC Capital Markets LLC and Wachovia Securities, LLC. Donna has a strong background in the financial services industry, and is committed to providing her clients with the highest level of service.
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.
1
2
NC
06/23/2016 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
PA
09/03/2009 - 06/03/2016
PNC CAPITAL MARKETS LLC (PHILADELPHIA PA)
PA
07/01/2003 - 08/20/2009
WELLS FARGO SECURITIES, LLC (PHILADELPHIA PA)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/18/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MO
10/13/1994 - 06/02/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
BC
Issued 04/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/15/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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