Donna GarveyCRD Number: 1015499
Current Firm: Prudential Financial Planning Services
Donna Garvey (CRD# 1015499) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sioux City, IA and has over 33 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|The Prudential Insurance Company Of America||Sioux City, IA||Aug 1977 - Current||40|
|Pruco Securities, LLC||Sioux City, IA||Aug 1977 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY