Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Patricia Hester is a financial professional with over 30 years of experience in the industry. Donna is currently registered with Calton & Associates, Inc. in Canton, TX. Donna has also held previous positions at Dominion Investor Services, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., SunAmerica Securities, Inc., and First American National Securities, Inc. Donna specializes in a variety of areas, including individual portfolio management, financial planning, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/30/2023 - Present
Calton & Associates, Inc. (Canton TX)
TX
02/23/2017 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (CANTON TX)
TX
09/01/2016 - 03/06/2017
SUMMIT BROKERAGE SERVICES, INC. (CANTON TX)
TX
09/27/2005 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (CANTON TX)
AZ
02/09/1990 - 09/30/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
10/12/1989 - 01/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 10/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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