Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Frances Barksdale is a registered investment advisor representative with Truist Advisory Services, Inc., based in LAUREL, MD. Donna is a seasoned professional in the financial services industry, with experience dating back to 2012. Donna holds a variety of licenses and designations, including Series 7, 6, 63, 65 and 24. Donna has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Donna is committed to providing her clients with personalized financial planning and investment management services. Donna's clients appreciate her thorough knowledge of the financial markets and her ability to develop customized investment strategies that meet their individual needs.
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
MD
11/03/2016 - Present
Truist Advisory Services, Inc. (LAUREL MD)
MD
02/13/2012 - 03/05/2014
SUNTRUST INVESTMENT SERVICES, INC. (LAUREL MD)
IA
Issued 11/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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