Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Donlan is a financial advisor at Janney Montgomery Scott LLC. Francis has been in the industry since 1992. Francis has a series of certifications and is registered in a number of states. Francis is based out of the Hingham, MA office. In addition to working at Janney Montgomery Scott LLC, Francis is also involved with the Hingham Meadows Condominium Investment Trust as a volunteer.
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.
Fee plus commission
1
2
MA
08/10/2006 - Present
Janney Montgomery Scott LLC (Hingham MA)
NY
08/15/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/13/2001 - 07/30/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/06/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
07/22/1992 - 06/18/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Francis Donlan is the right advisor for you? Invested Better is here to help.
