Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Miles Sterling is a financial advisor with PFS Investments Inc. Donna has been in the industry since 2000, providing financial guidance and investment management services to individuals, businesses, and charitable organizations. Donna is licensed to provide financial services in Connecticut.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
01/10/2012 - Present
PFS Investments Inc. (HAMDEN CT)
CT
01/16/2007 - 12/31/2011
PFS INVESTMENTS INC. (NORTH HAVEN CT)
GA
05/02/2000 - 10/09/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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