Unclaimed
Donna Tweedy Davis is a financial professional with over 6 years of experience in the industry. Donna is currently registered with Pacific Select Distributors, LLC and is actively involved in the securities industry. Donna has passed the Series 6 and SIE exams. Her past experience includes working with Capital Brokerage Corporation.
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.
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.
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2
CA
08/28/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
VA
11/10/2017 - 08/27/2024
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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