Donna Kline is a registered investment advisor, based in Warrendale, PA, with 12 years of industry experience.
Location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donna is a senior financial advisor at HBK Sorce Advisory, doing business as HBKS Wealth Advisors, and a registered representative with Purshe Kaplan Sterling Investments, spending full-time and about 10-20% of her time, respectively, on these activities. She also works as an insurance agent for HBK Sorce Insurance, dedicating a few hours per week, and has power of attorney for her mother and father, and is the author of a book.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hbks Wealth Advisors
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Rosenthal Collins Securities, L.L.CBroker
State Registrations18 states
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