Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Marlatt is a financial advisor who has been in the industry since 2004. Donna is currently registered with Wells Fargo Advisors Financial Network, LLC and has a strong track record of providing investment advice to individuals, families, and businesses. Donna is committed to helping her clients achieve their financial goals and has extensive experience in various areas, including financial planning, portfolio management, and retirement planning.
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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NY
11/21/2016 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
11/18/2004 - 07/21/2009
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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