Donna Stevenson Email & Phone Number
Wealth Manager @ LPL Financial
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Donna Stevenson Location
- Copperopolis, CA, US
Donna Stevenson Work
- 2019 -now Wealth Manager @
- 2012 -now Wealth Manager @ Stevenson Wealth Management
- 1997 -now Registered Representative @
- 2012 -2019 Registered Representative @
- 2003 -2012 Wealth Manager @ Pacific West Financial Group
- 1995 -2003 Registered Rep @ Sentra Securities Inc.
- 1985 -1994 Senior Account Clerk @ Washoe County Treasurer's Office
- 1982 -1985 Operations Secretary @ First Interstate Bank
Donna Stevenson Education
- University of Phoenix
Studies for my Bachelor of Business Administration (B.B.A.)
1997-2000 - Truckee Meadows Community College
(Accounting and Finance)
Donna Stevenson Skills
- Stocks
- Asset Allocation
- Financial Services
- ETFs
- Series 6
- Investment Advisory
- Microsoft Word
- Wealth
- Real Estate
- Series 7
- Investment Management
- Mutual Funds
- Investment Products
- Investment Strategies
- Bonds
- Equities
- Retirement
- Customer Service
- Strategic Planning
- Asset Management
- Securities
- Estate Planning
- Investments
- Series 65
- Alternative Investments
- Wealth Management
- High Net Worth Individuals
- Financial Analysis
- Insurance
- Healthcare
- Portfolios
- Analysis
- Financial Planning
- Retirement Planning
- Customer Relations
- Real Estate Investment
- Annuities
- Public Speaking
- Brokerage
- IRA's
- Series 63
- Finance
- 401k
- Financial Advisory
- Financial Planners
- FINRA
- Management
- Portfolio Management
Donna Stevenson Summary
- Donna Stevenson, based in Copperopolis, CA, US, is currently a Wealth Manager at LPL Financial. Donna Stevenson brings experience from previous roles at Stevenson Wealth Management, Financial Industry Regulatory Authority, Independent Financial Group LLC and Pacific West Financial Group. Donna Stevenson holds a 1997 - 2000 Studies for my Bachelor of Business Administration (B.B.A.) @ University of Phoenix. With a robust skill set that includes Stocks, Asset Allocation, Financial Services, ETFs, Series 6 and more. Donna Stevenson has 1 emails and 1 mobile phone numbers on RocketReach.
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