Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donette? Claim Your ProfileDonette Thandi Corley is an investment advisor representative at Truist Advisory Services, Inc., with over 18 years of experience in the industry. Donette is registered with the state of Georgia and has extensive experience in providing financial planning and portfolio management services. Donette holds Series 7, 24, 63 and 66 securities licenses. In addition to financial planning and portfolio management, Donette also provides other services, such as wrap fee products and financial profiling using desktop software. Donette has previously worked at UBS Financial Services Inc., Oppenheimer & Co. Inc. and Dresdner Kleinwort Wasserstein Securities LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
GA
09/09/2016 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
09/24/2007 - 01/21/2011
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
08/10/2005 - 09/11/2007
OPPENHEIMER & CO. INC. (ATLANTA GA)
NY
11/04/2002 - 09/08/2004
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 09/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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