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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J Donahue is a financial advisor with LPL Financial LLC, based in GOLDEN, Colorado. Jeffrey Donahue has over 15 years of experience in the financial industry. Jeffrey Donahue holds Series 66, Series 24 and Series 7 licenses. Jeffrey Donahue has been registered with LPL Financial LLC since August 2011. Prior to this, Jeffrey Donahue was registered with Securities America, Inc. for over 4 years. Jeffrey Donahue is a registered Investment Advisor representative in Colorado, and has 16 other state securities licenses. Jeffrey Donahue's specializations include investments, insurance, financial planning, retirement planning, estate planning, and college savings. Jeffrey Donahue also has a DBA (Doing Business As) as Integrated Financial Group and Donaco Financial Services in Golden, Colorado.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
08/05/2011 - Present
LPL Financial LLC (GOLDEN CO)
CO
11/12/2007 - 08/05/2011
SECURITIES AMERICA, INC. (GOLDEN CO)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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