Unclaimed
Donovan Patrick Roy is a financial professional based in Charlotte, North Carolina. He is a registered representative with Equitable Distributors, LLC and holds Series 63, Series 6TO and SIE licenses. Donovan has been in the financial industry for less than a year. He is registered to conduct business in New York and North Carolina.
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.
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.
1
2
NC
07/29/2022 - Present
Equitable Distributors, LLC (Charlotte NC)
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Donovan Roy is the right advisor for you? Invested Better is here to help.