Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Donahue is a financial advisor with over 26 years of experience in the financial services industry. Andrew is currently registered with Moors & Cabot, Inc. and has held previous positions at SEI INVESTMENTS DISTRIBUTION CO., SALOMON SMITH BARNEY INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and FIRST INVESTORS CORPORATION. Andrew specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Andrew has a strong track record of success in helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/21/2023 - Present
Moors & Cabot, Inc. (BOSTON MA)
PA
08/27/2001 - 12/01/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
10/13/1997 - 07/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/10/1990 - 10/20/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/02/1990 - 02/21/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/03/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/09/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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