Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Michelle Woodard-batten is a financial advisor with over 25 years of experience. Donna has been a registered representative with Raymond James & Associates, Inc. since December 2015. Prior to joining Raymond James & Associates, Inc., Donna worked for WELLS FARGO ADVISORS, LLC and FIRST UNION BROKERAGE SERVICES, INC.. Donna specializes in a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Donna is dedicated to providing her clients with personalized financial advice and helping them 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.
Please see note in schedule d - miscellaneous
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.
1
2
NC
12/02/2015 - Present
Raymond James & Associates, Inc. (Smithfield NC)
NC
10/01/2000 - 12/04/2015
WELLS FARGO ADVISORS, LLC (SMITHFIELD NC)
NC
06/19/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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