Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Richard Hehir is a financial advisor with over 35 years of experience in the financial services industry. Donald Hehir is currently registered with UBS Financial Services Inc. in New York. Previously, Donald Hehir was registered with Commonwealth Financial Network and Lincoln Financial Advisors Corporation. Donald Hehir specializes in working with individuals, families, and businesses to provide a range of financial services, including financial planning, investment management, and insurance. Donald Hehir is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
NY
05/01/2024 - Present
UBS Financial Services Inc. (MELVILLE NY)
NY
05/10/2010 - 05/02/2024
COMMONWEALTH FINANCIAL NETWORK (Islandia NY)
NY
11/07/2001 - 05/13/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
IN
11/07/2001 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/08/1987 - 11/08/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/08/1987 - 11/08/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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