Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Donovan is a financial advisor with Stifel, Nicolaus & Company, Inc. Jack has been in the industry since 2022 and holds Series 66, Series 7TO, and SIE licenses. Jack has worked at American Century Investment Services, Inc. in the past and is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Jack specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses, individuals, and pooled investment vehicles.
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.
1
2
MO
03/21/2023 - Present
Stifel, Nicolaus & Company, Inc. (KANSAS CITY MO)
MO
04/01/2022 - 04/03/2023
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 12/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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