Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Donna is a financial professional with over 20 years of experience in the industry. Paul has been a registered representative since January 2000 and holds multiple licenses, including Series 7, 50, 52, 53, and 63. Paul is currently registered with D.a. Davidson & Co., a firm with a long history of providing comprehensive financial services to individuals, families, and institutions. Before joining D.a. Davidson & Co., Paul held positions at Robert W. Baird & Co. Incorporated, Northland Securities, Inc., and Miller Johnson Steichen Kinnard, Inc. Paul has a strong track record of providing personalized financial advice and customized investment strategies. Paul's areas of expertise include municipal securities, financial planning, and portfolio management.
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.
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
MN
04/12/2023 - Present
D.a. Davidson & Co. (ST. PAUL MN)
MN
03/19/2014 - 04/22/2023
ROBERT W. BAIRD & CO. INCORPORATED (Oakdale MN)
MN
09/13/2002 - 03/19/2014
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/01/2001 - 09/17/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
01/06/2000 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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