Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Payte is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Donna has been in the industry since 2001, and has been with Wells Fargo for over 14 years. Donna is licensed to sell securities in 31 states and holds both Series 7 and Series 63 licenses. Donna also holds the Securities Industry Essentials (SIE) exam. Donna provides financial planning services to individuals, corporations, and pension and profit-sharing plans. Donna also provides investment consulting services to institutional clients.
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
AR
08/15/2019 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
AR
07/01/2003 - 08/15/2019
WELLS FARGO CLEARING SERVICES, LLC (LITTLE ROCK AR)
NY
07/13/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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