Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Callahan is an investment advisor representative with Hennion & Walsh Asset Management, Inc., based in Parsippany, NJ. Donald has been in the securities industry since October 11, 2014. Prior to joining Hennion & Walsh Asset Management, Inc., Donald was employed by J.P. MORGAN SECURITIES LLC in Mount Freedom, NJ. Donald is registered in the state of New Jersey and holds the Series 6, Series 7, Series 63, Series 65 and SIE licenses. Donald specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
07/18/2024 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NJ
08/20/2014 - 03/16/2024
J.P. MORGAN SECURITIES LLC (MOUNT FREEDOM NJ)
IA
Issued 07/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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