Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald John Healy is a financial advisor who has been in the industry since September 7, 1989. Donald is currently registered with Morgan Stanley in Connecticut, New York and Texas. Donald is also registered with the Securities and Exchange Commission (SEC). Donald has previously worked at Cantor Fitzgerald & Co., Deutsche Bank Securities Inc. and Morgan Stanley & Co., Incorporated. Donald has a broad range of experience and expertise in the financial services industry.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/02/2020 - Present
Morgan Stanley (New York NY)
NY
06/15/2015 - 01/10/2017
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
04/27/2005 - 02/09/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
07/06/1989 - 04/21/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
04/18/1989 - 06/22/1989
ALEX. BROWN & SONS INCORPORATED
BOTH
Issued 01/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2014
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Healy is the right advisor for you? Invested Better is here to help.
