Donna Garvey (CRD# 1015499) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sioux City, IA and has over 39 years of experience in the finance industry.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Sioux City, IA | Aug 1977 - Current | 46 |
| Pruco Securities, LLC | Sioux City, IA | Aug 1977 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- IA
- NE
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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