Unclaimed
David Edward Donahoo is a financial advisor with Franklin Distributors, LLC. David has been in the financial services industry since 2009. David is licensed to sell securities in all 50 states and the District of Columbia. David is also a Registered Principal.
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
MD
09/16/2022 - Present
Franklin Distributors, LLC (BALTIMORE MD)
MD
02/29/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Baltimore MD)
NY
04/06/2021 - 08/10/2022
BLACKSTONE SECURITIES PARTNERS L.P. (NEW YORK NY)
MD
12/22/2008 - 02/08/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 01/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/26/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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