Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Bowen has been in the financial industry for over 17 years, beginning her career with A. G. Edwards & Sons, Inc. in 2005. Donna then joined Wells Fargo Clearing Services, LLC in 2008 and then Wells Fargo Advisors LLC in 2009. Donna is currently a registered representative with Stifel, Nicolaus & Company, Inc. Donna has earned Series 7 and Series 66 registrations. Donna offers financial planning, investment management, educational seminars, and selection of other advisers. Donna holds a current Notary Public position.
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.
1
2
CA
07/01/2021 - Present
Stifel, Nicolaus & Company, Inc. (FERNDALE CA)
CA
01/01/2008 - 07/07/2021
WELLS FARGO CLEARING SERVICES, LLC (FERNDALE CA)
CA
10/12/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FERNDALE CA)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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