Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Fitzer is a registered representative with LPL Financial LLC, a firm with more than 50 billion dollars in assets under management. Donna has been in the financial services industry since 2005. Donna is licensed in 32 states and has Series 3, 7, and 66 licenses as well as the SIE exam.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
11/10/2021 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
12/20/2006 - 11/15/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NA
07/22/1987 - 05/09/1989
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Donna Fitzer is the right advisor for you? Invested Better is here to help.
