Unclaimed
David Donnelly is a financial advisor at Pruco Securities, LLC. David has been in the financial services industry for over 22 years. David is registered with the state of Maryland as a broker-dealer and as an investment advisor. David specializes in providing financial advice to a range of clients, including individuals, businesses, and trusts. David is a Series 66, Series 7, and SIE license holder.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
MD
07/01/2023 - Present
Pruco Securities, LLC (Hunt Valley MD)
MD
01/05/2015 - 04/04/2022
TRUIST INVESTMENT SERVICES, INC. (COLUMBIA MD)
MD
06/15/2000 - 01/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MN
06/15/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Donnelly is the right advisor for you? Invested Better is here to help.