Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Watson Fielding is a financial advisor with over 20 years of experience in the industry. Donna is currently registered with Fidelity Personal and Workplace Advisors. Previously, she was a registered representative with American Classic Securities, Inc., NationsBanc Investments, Inc., and Barnett Investments, Inc. Donna has a wide range of experience in the financial services industry, including investment advisory, securities brokerage, and insurance. Donna is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
12/12/1998 - 09/15/2006
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA BEACH FL)
MA
04/01/1998 - 06/04/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
05/23/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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