Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joelle? Claim Your ProfileJoelle Lauren Donahoe is a financial advisor with over 25 years of experience in the financial services industry. Joelle is currently registered with LPL Financial LLC and has held prior positions at Manning & Napier Investor Services, Inc. and Cadaret, Grant & Co., Inc.. Joelle is licensed to provide investment advisory services in 28 states and holds several professional designations, including Series 7, 24, 51, 63, and 65. Joelle is also a Certified Financial Planner™. Joelle provides a wide range of financial services, including investment advice, financial planning, and retirement planning.
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.
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2
NY
04/21/2022 - Present
LPL Financial LLC (ROCHESTER NY)
NY
12/17/2002 - 09/25/2006
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
NY
12/11/1997 - 12/17/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/05/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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