Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Donovan is a financial advisor who has been in the industry since 2001. Francis is currently registered with Commonwealth Financial Network. Francis has previously been registered with Fidelity Brokerage Services LLC and National Financial Services LLC. Francis holds several licenses and certifications, including Series 7, Series 55, Series 63, SIE, Series 99TO and Series 57TO. Francis specializes in retirement planning, education savings, and investment management.
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
MA
09/30/2021 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
08/27/2012 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
RI
08/27/2012 - 03/13/2015
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
MA
06/06/2003 - 10/04/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
10/25/2000 - 10/03/2011
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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