Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Mahlon Zimmerman is a registered representative and investment advisor representative with Concourse Financial Group Securities, Inc. Donovan has been in the securities industry since December 1993 and has worked for Concourse Financial Group Securities, Inc. since December 1999. Donovan is registered in 10 states and holds the Series 6, Series 63, Series 65 and SIE securities licenses. Donovan also owns and operates Benefit Partners Inc, a business that provides sales and marketing of group benefits, individual life, annuity, long-term care, and disability insurance products.
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.
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2
AZ
04/12/2006 - Present
Concourse Financial Group Securities, Inc. (Scottsdale AZ)
OH
01/01/1994 - 12/21/1999
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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