Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Donahue is a financial advisor in Waltham, Massachusetts. Brian has been working in the financial industry since 2004. Brian is registered with Commonwealth Financial Network and previously worked with Fidelity Investments Institutional Services Company, Inc., IFMG Securities, Inc., Signator Investors, Inc., John Hancock Funds, Inc. and Commonwealth Financial Network.
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.
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.
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2
MA
02/01/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
RI
05/25/2004 - 05/11/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
10/17/2002 - 03/08/2004
IFMG SECURITIES, INC. (PURCHASE NY)
MA
01/01/2002 - 10/24/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/12/2000 - 01/01/2002
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
07/22/1999 - 05/26/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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