Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey James Donohue is a financial advisor with Citizens JMP Securities, LLC in Charlotte, NC. Casey has been in the industry since November 8, 2015. Casey holds the Series 6, Series 79, and Series 63 licenses. Prior to joining Citizens JMP Securities, LLC, Casey was registered with Citizens Capital Markets and Piper Jaffray & Co.
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.
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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NC
08/01/2023 - Present
Citizens JMP Securities, LLC (CHARLOTTE NC)
NC
06/18/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
07/03/2015 - 03/26/2018
PIPER JAFFRAY & CO. (CHARLOTTE NC)
PA
10/02/2009 - 08/17/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 07/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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