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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Koah is a financial advisor with Wells Fargo Clearing Services, LLC, based in Pasadena, CA. Donovan has been in the financial industry since 1998 and has experience working at various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc. Donovan specializes in providing investment advisory services to individuals, businesses, and institutions. Donovan is a registered representative with FINRA and holds Series 6, 7, 63, and 66 securities licenses. Donovan has a strong track record of providing high-quality financial advice and is committed to helping 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.
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.
Investment consulting services to institutional clients
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.
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2
CA
05/21/2020 - Present
Wells Fargo Clearing Services, LLC (PASADENA CA)
CA
10/23/2009 - 05/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
CA
08/07/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEMEAD CA)
CA
08/20/1998 - 06/21/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 09/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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