Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Donegan is a financial professional with over 23 years of experience in the industry. Christopher has a strong background in investment banking, having worked at both AlanTRA, LLC and Downer & Company. Christopher currently works as a Registered Representative for D.a. Davidson & Co. in Boston, Massachusetts. Christopher holds the Series 7, Series 63, Series 79TO, and SIE licenses. Christopher specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
11/27/2023 - Present
D.a. Davidson & Co. (BOSTON MA)
MA
06/27/2006 - 10/31/2023
ALANTRA, LLC (Boston MA)
MN
08/04/2005 - 09/07/2005
GOLDSMITH, AGIO, HELMS SECURITIES, INC. (MINNEAPOLIS MN)
MA
05/26/2000 - 08/12/2004
DOWNER & COMPANY (BOSTON MA)
IL
12/16/1998 - 03/31/2000
CONNING & COMPANY (OAKBROOK TERRACE IL)
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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