Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Marie Vickers is a financial advisor with over 20 years of experience in the industry. Donna is currently registered with Raymond James & Associates, Inc., and has previously held positions with Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Wachovia Securities, LLC, Prudential Securities Incorporated, Brinker Capital Securities, Inc., and First Liberty Investment Group, Inc. Donna has a wide range of experience in providing financial advice to a variety of clients, including individuals, corporations, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NJ
01/27/2017 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
NJ
06/01/2009 - 01/31/2017
MORGAN STANLEY (MT. LAUREL NJ)
NJ
11/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
09/25/2006 - 11/21/2007
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
02/24/2006 - 09/14/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
NJ
02/24/2006 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CHERRY HILL NJ)
MO
07/01/2003 - 09/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/19/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
09/21/1998 - 06/23/2000
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
PA
07/02/1997 - 09/05/1997
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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