Unclaimed
Carole Leigh Donohoo is a financial advisor with Kovack Advisors, Inc.. Carole has been in the financial industry since 1982 and is registered to provide investment advice in Florida, North Carolina, and Ohio. Carole works with a variety of clients including high-net-worth individuals, businesses, and pension plans. Carole provides financial planning, portfolio management, and selection of other advisors. She is also a Certified Retirement Planning Counselor (CRPC).
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/15/2021 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
01/14/2014 - 12/09/2021
REGULUS FINANCIAL GROUP, LLC (Singer Island FL)
FL
08/06/2013 - 01/02/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WEST PALM BEACH FL)
FL
08/11/2006 - 08/09/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
09/08/2005 - 09/07/2006
PRIME CAPITAL SERVICES, INC. (PALM BEACH GARDENS FL)
NJ
04/24/2000 - 09/09/2005
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
FL
12/04/1998 - 04/26/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
OH
10/29/1984 - 09/17/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NA
06/02/1982 - 06/22/1984
EQUICO SECURITIES, INC.
NA
06/02/1982 - 06/22/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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