Unclaimed
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.
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.
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.
1
2
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)
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
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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