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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Pierce Webb is a registered investment advisor representative with Planmember Securities Corp. and has been in the industry since August 19, 2016. Donna has been registered with Planmember Securities Corp. since November 8, 2024. Donna has been in the securities industry since August 19, 2016. She is licensed in Colorado, Pennsylvania and Virginia. Donna has passed the Series 6, Series 63, Series 26 and Series 65 exams. She is also a licensed insurance agent in Virginia. Donna is a member of Virginia Retirement Specialists, Inc., Ely Financial Network, Elite Financial & Insurance Services and Educators Tax Service. Donna specializes in providing investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
Provides investment supervisory services
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.
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TX
11/08/2024 - Present
Planmember Securities Corp. (Horseshoe Bay TX)
VA
11/05/2007 - 12/11/2009
GREAT AMERICAN ADVISORS, INC. (WYTHEVILLE VA)
IA
Issued 05/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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