Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Sorensen Edwards is a financial professional with over 38 years of experience in the securities industry. Donna is currently registered with Western International Securities, Inc. Donna has a strong background in providing financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Donna holds the Series 7, Series 24, and Series 63 licenses. She is also a registered representative in the state of California. Prior to joining Western International Securities, Inc., Donna held positions at Baraban Securities, Inc., Sentra Securities Corporation, and Private Ledger Financial Services, Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/30/1996 - Present
Western International Securities, Inc. (Pasadena CA)
CA
05/28/1987 - 08/12/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NA
03/18/1985 - 06/02/1987
SENTRA SECURITIES CORPORATION
NA
06/11/1984 - 04/03/1985
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
03/22/1984 - 04/18/1984
BARABAN SECURITIES, INC.
BC
Issued 11/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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