Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Elaine Stock is a financial advisor at Raymond James Financial Services Advisors, Inc. Donna has been in the financial services industry for over 20 years. She has a Series 7, Series 10, Series 9, Series 63, and Series 66. Donna has experience with individuals, corporations, pension plans, charitable organizations, and insurance companies. Donna specializes in financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/09/2020 - Present
Raymond James Financial Services Advisors, Inc. (Hawley PA)
PA
03/22/2018 - 01/13/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HONESDALE PA)
FL
12/01/2015 - 03/15/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST PALM BEACH FL)
FL
01/06/2015 - 04/09/2015
BARCLAYS CAPITAL INC. (PALM BEACH FL)
FL
11/06/2013 - 07/21/2014
MORGAN STANLEY (BOCA RATON FL)
FL
11/21/2011 - 10/25/2013
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
09/23/2005 - 11/29/2011
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
PA
01/04/1999 - 10/12/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
08/25/1998 - 01/20/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 06/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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