Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Mikulas Heatherley Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Temple, Texas. Donna has been in the financial services industry since February 11, 2013. Prior to joining Raymond James, Donna was a financial advisor with EDWARD JONES. Donna is registered with the state of Texas as an Investment Advisor Representative (IAR). Donna also holds a Series 7 and Series 66 license. Donna provides financial planning, portfolio management, and educational seminars. Donna has a strong background in helping individuals and businesses 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.
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 2/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/8/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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