Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Terence Donohue is a financial professional with over 20 years of experience in the industry. James is currently registered with U.S. Bancorp Investments, Inc. in Charlotte, NC. Previously, James has worked at Jefferies & Company, Inc., Barclays Capital Inc., and Citigroup Global Markets Inc. James holds several licenses and certifications, including Series 63, Series 24, Series 57TO, SIE, Series 55, and Series 7. James specializes in a range of financial services, including portfolio management for individuals and businesses, financial planning, and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
05/04/2010 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NY
03/06/2008 - 05/04/2010
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
05/10/2007 - 04/29/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/02/2001 - 05/18/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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