Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Bromfield-day is a financial advisor with over 14 years of experience in the financial services industry. Donna is currently registered with Wells Fargo Clearing Services, LLC and has held previous roles at Morgan Stanley and Morgan Keegan & Company, Inc. Donna holds Series 66, Series 7, and SIE licenses. Donna is licensed in multiple states and specializes in working with individuals, corporations, businesses, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, and state or municipal government entities.
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.
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.
Investment consulting services to institutional clients
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
TX
12/01/2014 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
FL
02/16/2012 - 08/27/2013
MORGAN STANLEY (PENSACOLA FL)
FL
04/08/2008 - 02/21/2012
MORGAN KEEGAN & COMPANY, INC. (PENSACOLA FL)
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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