Carla Faye Donina

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Ubs Financial Services Inc
  Chattanooga, TN

Previous Registrations

• 1993-08-19 → 2009-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chattanooga, TN
  Chattanooga, TN

Other Businesses

PARKRIDGE HEALTH SYSTEM; 2333 McCallie Ave, Chattanooga, TN 37404; Healthcare in the community of Chattanooga; Other; Member, Board of Governors; Community outreach; 6/30/2019; Business hours per month: No // BELLA PARTNES; 313 N Palisades Dr, Signal Mt, TN 37377; non active investment; Partner; 50% partner; 5/19/2011; Business hours per month: No 3. AIM Center47, Provides psychiatric rehabilitation servicer that enhances recovery in the living ,working,learning, and social enviorments, Advisor or advisory group member if advice given may influence an officer/board, advisor , finance committee member, start date-9/1/2018, TN United States37402.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-05
• S63 Uniform Securities Agent State Law Examination
  1985-10-16