Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Donahey is a financial advisor with over 25 years of experience in the industry. Albert is registered to provide investment advice in both Ohio and New York. Albert is currently employed by LPL Financial LLC, where Albert has been employed since December 2021. Prior to this, Albert was employed by ALLSTATE FINANCIAL SERVICES, LLC, from March 2013 until May 2021. Albert is also affiliated with Stark Financial Group, Inc. which is a DBA for LPL business. Albert has a diverse background and has been employed by several other companies over the years including Princor Financial Services Corporation, VALIC Financial Advisors, Inc., Nationwide Securities, LLC, 1717 Capital Management Company, KEY INVESTMENT SERVICES LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, Edward Jones, Allstate Financial Services, LLC, U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., Conseco Securities, Inc., The Huntington Investment Company, and Princor Financial Services Corporation. Albert holds Series 7, Series 6, and Series 66 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.
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.
Consulting and other non-discretionary advisory services
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
OH
12/10/2022 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
03/22/2013 - 05/20/2021
ALLSTATE FINANCIAL SERVICES, LLC (New Albany OH)
OH
04/05/2012 - 01/16/2013
PRINCOR FINANCIAL SERVICES CORPORATION (NEW ALBANY OH)
OH
09/27/2010 - 03/08/2012
VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)
OH
08/01/2008 - 09/21/2010
NATIONWIDE SECURITIES, LLC (GAHANNA OH)
OH
06/25/2008 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (COLUMBUS OH)
OH
12/19/2006 - 05/02/2008
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
02/01/2006 - 01/12/2007
PRINCOR FINANCIAL SERVICES CORPORATION (DUBLIN OH)
IL
07/06/2005 - 07/13/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/15/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
04/15/2003 - 04/13/2005
EDWARD JONES (ST. LOUIS MO)
NE
11/04/2002 - 04/08/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
12/01/2001 - 01/02/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
05/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
11/25/1998 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
OH
05/02/1997 - 10/29/1998
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
11/08/1993 - 04/29/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 01/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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