Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Frank Donoso is a financial advisor at Newbridge Financial Services Group, Inc. based in Boca Raton, FL. John has been working in the financial services industry since October 2002. John is registered with the state of Florida and New Jersey as a broker-dealer and with New Jersey and Texas as an investment advisor representative. John works with high-net-worth individuals, corporations, trusts, and pension plans. John provides financial planning, portfolio management, and selection of other advisors. John is also a fixed insurance agent and works with clients on life, health, disability, annuities, and long-term care.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees
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2
FL
11/09/2021 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
NJ
04/15/2013 - 10/19/2021
CETERA ADVISORS LLC (ELIZABETH NJ)
NY
01/27/2012 - 04/18/2013
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
04/10/2007 - 02/06/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MO
04/29/2005 - 12/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/15/2003 - 07/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/02/2002 - 06/23/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
IA
Issued 09/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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