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DONNA WARD
Donna Marie Eggler, Donna Marie Ward
CRD#: 6976695
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 5322 FM 1960 RD W
HOUSTON, TX 77069
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 5322 FM 1960 RD W
HOUSTON, TX 77069
Registration History
2018201920202021202220232024202520262 FIRMS2023 - Present (1 year)BEQUITABLE ADVISORS, LLC (CRD# 6627)2018 - 2023 (4 years)IAEQUITABLE ADVISORS, LLC (CRD# 6627)2021 - 2023 (1 year)
License(s)

State Registrations

B
California 9/29/2023

B
Pennsylvania 5/19/2023

B
Georgia 5/19/2023

B
Texas 3/9/2023

B
New Jersey 1/6/2025

IA
Texas 3/16/2023

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
5322 FM 1960 RD W, HOUSTON, TX 77069
Registered with this firm since 3/16/2023

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
5322 FM 1960 RD W, HOUSTON, TX 77069
CYPRESS, TX
Registered with this firm since 3/9/2023

Previous Registration(s)
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IA
03/16/2021 - 02/16/2023 EQUITABLE ADVISORS, LLC (CRD#:6627) KATY, TX
B
08/16/2018 - 02/16/2023 EQUITABLE ADVISORS, LLC (CRD#:6627) KATY, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.