Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Heatherley Martin is a financial advisor who has been in the industry since February 2013. Donna is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since August 2020. Prior to that, Donna was with Edward Jones from February 2013 to September 2020. Donna holds a Series 66, Series 7, and SIE license. Donna offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/28/2020 - Present
Raymond James Financial Services Advisors, Inc. (Temple TX)
TX
02/11/2013 - 09/01/2020
EDWARD JONES (TEMPLE TX)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Heatherley martin is the right advisor for you? Invested Better is here to help.
