Unclaimed
John Thomas Donnelly is a financial advisor with Cambridge Investment Research, Inc. John has been in the financial services industry since 2008. John is registered with the state of Florida. John holds the Series 6 and SIE licenses. John has previously worked with CREATIVEONE SECURITIES, LLC, NATIONAL PLANNING CORPORATION, and PRINCOR FINANCIAL SERVICES CORPORATION.
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.
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.
1
2
FL
02/01/2023 - Present
Cambridge Investment Research, Inc. (Jacksonville FL)
FL
03/15/2013 - 12/31/2022
CREATIVEONE SECURITIES, LLC (JACKSONVILLE FL)
FL
10/06/2011 - 02/15/2013
NATIONAL PLANNING CORPORATION (JACKSONVILLE FL)
FL
09/17/2008 - 10/03/2011
PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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