Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gerard Donohue is a financial professional with over 10 years of experience in the industry. James is currently registered with Roosevelt & Cross, Inc. and is licensed to offer securities and investment advice in 52 states. James holds Series 7TO, Series 52 and Series 63 licenses. James' previous experience includes positions with R.W. SMITH & ASSOCIATES, LLC and BUTLER MUNI, LLC.
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.
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.
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2
NY
02/19/2020 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
NJ
09/05/2017 - 02/06/2020
R.W. SMITH & ASSOCIATES, LLC (Hoboken NJ)
NJ
03/03/2011 - 09/06/2017
BUTLER MUNI, LLC (HOBOKEN NJ)
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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