Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Michele Clark is a financial advisor with over 20 years of experience in the financial services industry. Donna has worked with Commonwealth Financial Network since 2009, and previously worked with FNB Brokerage Services, Inc. and Southern Farm Bureau Fund Distributor, Inc. Donna is registered with FINRA and is licensed to sell securities in Florida. She holds the Series 6, 7, 11, and 63 licenses as well as the SIE. Donna specializes in a variety of financial services, including financial planning, retirement planning, investment management, insurance, and estate 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.
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.
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
FL
09/23/2009 - Present
Commonwealth Financial Network (VERO BEACH FL)
FL
08/29/2000 - 08/12/2009
FNB BROKERAGE SERVICES, INC. (VERO BEACH FL)
MS
03/28/2000 - 08/04/2000
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
BC
Issued 03/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2000
Series 11 - Assistant Representative-Order Processing Qualification Exam
BC
Issued 03/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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