Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Vail juarez is an investment advisor representative with Ameriprise Financial Services, LLC. Donna has been in the financial services industry since 2001 and has a strong track record of providing financial advice to a variety of clients, including individuals, families, and businesses. Donna is committed to helping her clients achieve their financial goals and is dedicated to providing personalized financial planning and investment management services. Donna is registered with the state of California and Texas. Previously Donna was registered with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP, WAMU INVESTMENTS, INC., and GUARANTY BROKERAGE SERVICES, INC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/11/2023 - Present
Ameriprise Financial Services, LLC (Temecula CA)
CA
10/01/2012 - 10/22/2015
J.P. MORGAN SECURITIES LLC (SAN JACINTO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TEMECULA CA)
CA
03/01/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (TEMECULA CA)
MN
10/26/2001 - 08/25/2004
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 05/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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