Unclaimed
Daniel Patrick Donnelly is a financial professional with over 15 years of experience in the financial services industry. Daniel currently works as a Registered Representative with FEF Distributors, LLC. His previous experience includes roles at Neuberger Berman BD LLC, Voya Investments Distributor, LLC, BlackRock Investments, Inc., Morgan Stanley & Co., Incorporated, Columbia Funds Distributor, Inc., and J.P. Morgan Securities Inc. Daniel holds licenses including Series 7, Series 24, Series 63 and SIE. Daniel is currently registered in New York.
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.
1
2
NY
03/06/2019 - Present
FEF Distributors, LLC (NEW YORK NY)
NY
06/23/2016 - 12/31/2018
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
06/22/2009 - 06/20/2016
VOYA INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
NY
04/30/2008 - 12/04/2008
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
01/19/2005 - 02/23/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
MA
07/23/2004 - 01/25/2005
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
08/22/2001 - 07/25/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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