Unclaimed
Donovan Jay Ehrman is a financial advisor with LPL Financial LLC, based in Godfrey, Illinois. Donovan has been in the financial services industry since 1996 and has a broad range of experience working with individuals, families, and businesses. Donovan holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam. Donovan is registered to provide investment advice in Arkansas, Colorado, Florida, Illinois, Indiana, Minnesota, Missouri, Ohio, and Texas. In addition to his work with LPL Financial LLC, Donovan is also active in his community. Donovan is a coach for Father McGivney Catholic High School and is also involved in various charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
10/08/2020 - Present
LPL Financial LLC (GODFREY IL)
IL
10/02/2014 - 10/08/2020
CUNA BROKERAGE SERVICES, INC. (Bethalto IL)
MO
08/10/2012 - 09/29/2014
FIDELITY BROKERAGE SERVICES LLC (ST. LOUIS MO)
IL
11/16/2011 - 07/13/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (EDWARDSVILLE IL)
IL
01/04/2008 - 11/17/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EDWARDSVILLE IL)
CO
09/22/2005 - 01/09/2008
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
03/21/2005 - 09/12/2005
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
ME
01/01/2005 - 02/09/2005
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MN
12/01/2001 - 12/31/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
01/05/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
08/30/1995 - 12/10/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
GA
01/11/1995 - 08/28/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
SC
06/24/1994 - 02/06/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
05/25/1993 - 06/01/1994
KOHN FINANCIAL CORPORATION (CINCINNATI OH)
OR
07/01/1992 - 10/28/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 04/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donovan Ehrman is the right advisor for you? Invested Better is here to help.