Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ladonna? Claim Your ProfileLaDonna Fleitman is a financial advisor with Edward Jones, a well-established firm with a strong track record in the industry. With over nine years of experience in the financial services industry, LaDonna has a deep understanding of the market and a commitment to helping clients achieve their financial goals. LaDonna has a broad range of expertise in financial planning, investment management, and retirement planning. LaDonna holds several industry licenses and certifications, including the Series 7, Series 66, and SIE. LaDonna is committed to providing personalized service and helping clients develop customized financial plans that meet their individual needs. LaDonna works with a variety of clients, including individuals, families, and businesses.
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.
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.
See schedule d - miscellaneous
1
2
TX
11/04/2022 - Present
Edward Jones (GAINESVILLE TX)
TX
12/02/2015 - 12/09/2016
STATE FARM VP MANAGEMENT CORP. (GAINESVILLE TX)
TX
12/02/2013 - 10/07/2015
J.P. MORGAN SECURITIES LLC (SHERMAN TX)
TX
05/02/2011 - 03/07/2013
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
11/08/2010 - 04/25/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
11/20/2006 - 10/08/2010
EDWARD JONES (GAINESVILLE TX)
BOTH
Issued 10/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ladonna Fleitman is the right advisor for you? Invested Better is here to help.
