Unclaimed
Edward Joseph Donohue is a financial advisor with over 20 years of experience in the industry. Edward Joseph Donohue is currently registered with TD Private Client Wealth LLC and holds a Series 7, Series 24, and Series 66 license. He is also registered with the states of California, Connecticut, Delaware, Florida, Illinois, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Vermont, and Virginia. Edward Joseph Donohue provides a range of financial advisory services, including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
ME
04/23/2013 - Present
TD Private Client Wealth LLC (PORTLAND ME)
ME
05/11/2010 - 05/27/2010
PEOPLE'S SECURITIES, INC. (PORTLAND ME)
ME
11/07/2006 - 10/28/2009
CHITTENDEN SECURITIES, LLC. (PORTLAND ME)
ME
08/27/2004 - 10/19/2006
RBC DAIN RAUSCHER INC. (PORTLAND ME)
OH
04/03/2002 - 08/04/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 12/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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