Unclaimed
Daniel Jerome Donohue is a financial professional with over 30 years of experience in the industry. Daniel currently holds an active registration with MML Investors Services, LLC in Michigan and has a record of experience with several other firms. Daniel's areas of expertise include financial planning, asset allocation programs, and portfolio management for businesses and individuals. Daniel's specializations include a range of financial products and services including life and health insurance sales.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
02/26/2010 - Present
MML Investors Services, LLC (Southfield MI)
NA
09/14/1988 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
05/13/1987 - 09/28/1988
EQUICO SECURITIES, INC.
NA
05/12/1987 - 09/28/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Donohue is the right advisor for you? Invested Better is here to help.