Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames L Donohue is a financial advisor registered with Raymond James Financial Services Advisors, Inc. James has been in the financial industry since 1998. James is a Certified Financial Planner and has experience in Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VT
10/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (BURLINGTON VT)
VT
09/28/2005 - 10/03/2019
SECURITIES AMERICA, INC. (SOUTH BURLINGTON VT)
OH
02/04/2002 - 10/04/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
BC
Issued 09/07/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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