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Rachel Maxwell Oxsheer

Raymond James Financial Services, Inc.

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About Rachel Maxwell Oxsheer

Rachel Maxwell Oxsheer is a financial advisor in Saint Petersburg, Florida with over 23 years of experience in the financial services industry. Rachel currently works with Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. Rachel has held previous roles at Next Financial Group, Inc. and FSC Securities Corporation in Houston, Texas. Rachel holds FINRA Series 7, 24, 52TO, 53, and 63 licenses.

Firm Information

Rachel Oxsheer is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rachel Oxsheer’s Registration & Firm History

FL

10/11/2023 - Present

Raymond James Financial Services, Inc. (ST. PETERSBURG FL)

TX

02/16/2016 - 06/16/2017

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

TX

05/30/2000 - 02/09/2016

FSC SECURITIES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/10/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Rachel Maxwell Oxsheer.
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