Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Rae Wilson is a registered investment advisor representative with PFS Investments Inc. based in Omaha, NE. Donna Rae Wilson has been in the industry since September 2007. Donna Rae Wilson holds the Series 6, Series 63, Series 26, and Series 65 licenses. Donna Rae Wilson is registered with the state of Nebraska. Donna Rae Wilson has been with PFS Investments Inc since September 2007. Donna Rae Wilson's specializations include financial planning, investment management and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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NE
05/18/2023 - Present
PFS Investments Inc. (OMAHA NE)
IA
Issued 03/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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