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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Donnelly has over 25 years of experience in the financial services industry. David John Donnelly is currently registered as a Registered Representative with Key Investment Services LLC and is licensed to provide investment advice in 17 states. Previous firms include LPL Financial LLC, PNC Investments, and Invest Financial Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/16/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
06/26/2018 - 06/14/2022
LPL FINANCIAL LLC (CLEVELAND OH)
IN
12/06/2012 - 05/02/2017
PNC INVESTMENTS (FORT WAYNE IN)
IN
06/01/2012 - 11/23/2012
INVEST FINANCIAL CORPORATION (FORT WAYNE IN)
IN
10/08/2003 - 06/05/2012
CUNA BROKERAGE SERVICES, INC. (FORT WAYNE IN)
IL
06/14/1995 - 09/03/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
10/06/1993 - 02/16/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/06/1993 - 02/16/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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