Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Donnelly is a financial advisor at LPL Financial LLC in Nutley, NJ. John has been in the financial industry since 1986 and has a strong background in providing financial advice to a wide range of clients. John has a number of licenses and certifications, including the Series 7, 6, 63 and 65. John is also a Certified Financial Planner. John is dedicated to helping clients reach their financial goals and is committed to providing personalized financial planning and investment advice.
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
NJ
02/17/2017 - Present
LPL Financial LLC (NUTLEY NJ)
NJ
07/01/2003 - 02/17/2009
WACHOVIA SECURITIES, LLC (WESTFIELD NJ)
NY
02/22/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/06/1995 - 02/25/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NA
03/28/1995 - 09/12/1995
CHEMICAL INVESTMENT SERVICES CORP.
NY
12/05/1986 - 03/24/1995
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
06/05/1986 - 10/13/1986
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 01/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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