Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Rita Rice is a registered representative with PFS Investments Inc. with over 28 years of experience in the financial services industry. Donna is licensed to provide investment advisory services in Massachusetts. Donna's primary office location is in Falmouth, MA. Donna is also a Registered Representative with PFS Investments Inc. She holds FINRA Series 6, 26, and 63 licenses.
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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MA
01/16/2020 - Present
PFS Investments Inc. (FALMOUTH MA)
MA
07/31/2015 - 12/31/2019
PFS INVESTMENTS INC. (BOURNE MA)
MA
02/03/2014 - 12/18/2014
CCO INVESTMENT SERVICES CORP. (HYANNIS MA)
MA
03/23/2011 - 02/05/2014
PFS INVESTMENTS INC. (EAST FALMOUTH MA)
MA
09/03/1991 - 12/31/2010
PFS INVESTMENTS INC. (EAST FALMOUTH MA)
BC
Issued 03/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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