Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Donovan is a financial advisor with Alliancebernstein LP. He has been in the financial industry since January 14, 2016. Daniel Donovan is registered in Tennessee. Daniel Donovan specializes in Asset Allocation, Portfolio Management for Businesses, Individuals, Investment Companies and Pooled Investment Vehicles, Financial Planning, Publication of Periodicals and Selection of Other Advisers.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
04/20/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
NY
10/16/2021 - 04/21/2022
LPL FINANCIAL LLC (HOPEWELL JUNCTION NY)
TN
11/15/2017 - 03/26/2020
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NY
08/05/2014 - 10/31/2017
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
09/13/2012 - 11/05/2012
LPL FINANCIAL LLC (MOHEGAN LAKE NY)
BOTH
Issued 11/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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