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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Donahue is a financial advisor with MML Investors Services, LLC based in Chadds Ford, PA. Ellen has been in the industry since 2008 and is registered in 36 states. Ellen holds the Series 7 and Series 66 licenses as well as the SIE exam. Ellen has experience working with clients including individuals, businesses, trusts, and institutions. Ellen specializes in providing asset allocation programs, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (Chadds Ford PA)
DE
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MONTCHANIN DE)
DE
04/10/2008 - 01/02/2015
NEW ENGLAND SECURITIES (MONTCHANIN DE)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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