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Brian Patrick Donahue

Dealerweb Inc.

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About Brian Patrick Donahue

Brian Donahue is a financial professional with over 2 years of experience in the financial services industry. He holds a Series 7TO, Series 63, and SIE license, and is registered with Dealerweb Inc. in New Jersey. Brian is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Brian Donahue is currently registered with Dealerweb Inc.. Dealerweb Inc. is a corporation formed on December 12, 1975. The firm is registered in California, Florida, New Jersey, and New York and is also registered with the SEC. The firm has been involved in 7 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

102

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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Brian Donahue’s Registration & Firm History

NJ

01/13/2023 - Present

Dealerweb Inc. (Jersey City NJ)

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Licenses & Designations

BC

Issued 06/02/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Patrick Donahue.
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