Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames P. Donahue is a financial advisor in HURST, TX. James is a registered representative of Ameriprise Financial Services, LLC, a broker-dealer, and a registered investment advisor. James has been in the securities industry since 1998. James is associated with Ameriprise Financial Services, LLC in HURST, TX. James has passed the Series 7, Series 66 and Series 22 exams. James is licensed in 12 states.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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TX
09/30/2021 - Present
Ameriprise Financial Services, LLC (HURST TX)
TX
09/08/2020 - 10/28/2021
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
09/08/2020 - 10/28/2021
MERCER ALLIED COMPANY, L.P. (IRVING TX)
TX
11/01/2017 - 09/02/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
10/21/2011 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
08/08/2006 - 11/07/2011
LPL FINANCIAL LLC (IRVING TX)
TX
12/16/1988 - 07/01/1997
U.S. INVESTMENTS, INC. (DALLAS TX)
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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