Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Louis Martucci is a financial advisor registered with Kestra Private Wealth Services, LLC. Donovan has been in the industry since April 2023. Donovan has a Series 66, Series 7TO, and SIE license. Donovan is registered to provide investment advisory services in California, Colorado, Idaho, Kansas, Maryland, New York, South Carolina, Utah, and Washington.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
06/13/2023 - Present
Kestra Private Wealth Services, LLC (Salt Lake City UT)
BOTH
Issued 06/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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