Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peter Donlon is a financial professional with over 20 years of experience in the industry. David currently works for TIAA-CREF Individual & Institutional Services, LLC. Previously, David worked for firms like Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Epsilon Management Services, Inc., and Fidelity Investments Institutional Services Company, Inc. David has expertise in various areas including Investment Company Products/Variable Contracts and Securities Industry Essentials. David holds licenses in Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, and Vermont.
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.
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.
Compensation from affiliates
1
2
MA
09/08/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
01/01/2008 - 07/08/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
01/24/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
03/31/2000 - 10/26/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
08/26/1999 - 03/20/2000
EPSILON MANAGEMENT SERVICES, INC. (WELLESLEY MA)
RI
06/30/1993 - 08/27/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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