Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn L. Donovan is a financial advisor with over 29 years of experience in the financial services industry. John currently works at Raymond James & Associates, Inc., where John has been registered since February 2018. John has a strong background in investment advisory services, financial planning, and portfolio management. John has a proven track record of success in helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
CT
02/28/2018 - Present
Raymond James & Associates, Inc. (WEST HARTFORD CT)
CT
06/01/2009 - 02/27/2018
MORGAN STANLEY (WEST HARTFORD CT)
CT
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARTFORD CT)
CT
03/31/2000 - 09/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON CT)
NY
08/03/1998 - 02/03/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
06/03/1998 - 08/03/1998
DIRECTED SERVICES, INC. (WEST CHESTER PA)
MA
03/01/1995 - 03/19/1998
LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)
NA
05/16/1994 - 03/01/1995
COLONIAL INVESTMENT SERVICES
MA
05/08/1992 - 04/29/1994
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
NA
05/25/1988 - 07/16/1988
FIRST INVESTORS CORPORATION
IA
Issued 04/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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