Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Holbrook is a financial advisor with over 13 years of experience in the industry. Donald is currently registered with Citizens JMP Securities, LLC, and is licensed to provide securities advice in California, Georgia, Pennsylvania and Wisconsin. Donald has held previous roles at Citizens Capital Markets and Bowstring Advisors, LLC. Donald Holbrook specializes in helping clients reach their financial goals by providing a wide range of financial services, including investment banking.
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.
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CA
08/01/2023 - Present
Citizens JMP Securities, LLC (Laguna Niguel CA)
GA
03/05/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (Atlanta GA)
CA
11/23/2009 - 03/19/2019
BOWSTRING ADVISORS, LLC (Laguna Niguel CA)
BC
Issued 10/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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