Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jean Oxford is a financial advisor registered with Truist Advisory Services, Inc. Donna has been in the financial services industry since February 22, 1997. Donna is registered with the state of North Carolina and is licensed to offer investment advice. Donna is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 63 license. Donna has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS PaineWebber Inc., J.C. Bradford & Co., Park Avenue Securities LLC, and Financial Network Investment Corporation in the past. Donna has a vast experience in the financial industry.
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.
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NC
12/27/2018 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
02/06/2002 - 11/20/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NJ
08/14/2000 - 08/31/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/13/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
04/27/2000 - 07/12/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CA
10/15/1999 - 02/11/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
05/03/1999 - 11/01/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/14/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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