Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Adkins is a financial advisor with Edward Jones. Donald has been in the financial services industry for over 20 years. He is a registered representative of Edward Jones and a registered investment advisor. Donald has earned the Series 7, 6, and 63 licenses and the Series 65 and SIE certifications. He is also licensed in over 15 states. Donald provides financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
10/12/2010 - Present
Edward Jones (ROCKY MOUNT NC)
NC
10/23/2006 - 09/03/2010
RBC CAPITAL MARKETS CORPORATION (ROCKY MOUNT NC)
NC
04/25/2002 - 10/23/2006
RBC CENTURA SECURITIES, INC. (ROCKY MOUNT NC)
NC
09/29/2000 - 11/21/2000
CENTURA SECURITIES, INC. (KANNAPOLIS NC)
MO
10/01/2000 - 11/02/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/17/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
08/18/1987 - 01/06/1988
SHERWOOD CAPITAL, INC.
IA
Issued 08/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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