Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Donahue is a financial advisor with over 20 years of experience in the industry. Gregory has a Series 7, 21, 25, and 66 licenses, as well as a Series 63 license. Gregory specializes in providing financial planning and investment management services to individuals, businesses, corporations, and institutions. Gregory is currently registered with Wells Fargo Clearing Services, LLC. Gregory previously worked at Edward Jones, E*TRADE SECURITIES LLC, and Princor Financial Services Corporation.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
01/12/2024 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
07/18/2018 - 01/16/2024
EDWARD JONES (Plymouth MN)
MN
11/09/2007 - 06/06/2018
E*TRADE SECURITIES LLC (MINNEAPOLIS MN)
MN
07/20/2006 - 03/12/2007
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
NY
06/02/2006 - 06/23/2006
SPENCER TRASK VENTURES, INC. (NEW YORK NY)
NY
04/27/2001 - 07/20/2005
SIG SPECIALISTS, INC. (NEW YORK NY)
NY
10/01/2000 - 04/20/2001
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 04/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 02/08/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Donahue is the right advisor for you? Invested Better is here to help.
