Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deonna? Claim Your ProfileDeonna Stargel Colvin is a financial advisor who has been working in the financial services industry since 1999. Deonna is currently registered with Raymond James & Associates, Inc. Deonna has also worked with Morgan Stanley, UBS Financial Services Inc., J.P. Morgan Securities Inc., and BANC ONE SECURITIES CORPORATION. Deonna provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
12/04/2017 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
05/01/2015 - 12/05/2017
MORGAN STANLEY (LOUISVILLE KY)
KY
09/15/2006 - 05/11/2015
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
KY
07/01/2006 - 09/19/2006
J.P. MORGAN SECURITIES INC. (LOUISVILLE KY)
KY
03/12/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (LOUISVILLE KY)
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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