Unclaimed
Dre'onna Adkins is an investment advisor representative currently associated with Edward Jones. Dre'onna Adkins has been in the securities industry for over 4 years. Dre'onna Adkins is registered in the state of Oklahoma and Texas. Dre'onna Adkins's office is located in Oklahoma City, Oklahoma and has the Series 66, Series 6TO, Series 7TO and SIE licenses.
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.
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.
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.
See schedule d - miscellaneous
1
2
OK
07/08/2024 - Present
Edward Jones (OKLAHOMA CITY OK)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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