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Joseph Anthony Donovan

Keybanc Capital Markets Inc.

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About Joseph Anthony Donovan

Joseph Donovan has over 23 years of experience in the financial services industry. Joseph is currently registered with Keybanc Capital Markets Inc. Joseph is a Series 7, 9, 10, 55, 57TO and SIE licensed professional. Joseph is licensed to offer securities and investment advisory services in 51 states. Prior to joining Keybanc Capital Markets Inc., Joseph worked at RAYMOND JAMES & ASSOCIATES, INC. and Ryan Beck & Co..

Firm Information

Joseph Donovan is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Donovan’s Registration & Firm History

MA

12/17/2007 - Present

Keybanc Capital Markets Inc. (BOSTON MA)

MA

08/12/2005 - 12/14/2007

RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)

NJ

03/15/2005 - 08/12/2005

RYAN BECK & CO. (FLORHAM PARK NJ)

CT

10/24/2003 - 03/23/2005

ADVEST, INC. (HARTFORD CT)

NC

10/10/2003 - 10/24/2003

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

03/21/2002 - 10/24/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MA

09/25/2001 - 03/13/2002

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

CA

02/08/1999 - 02/27/2001

PREFERREDTRADE, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/08/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Anthony Donovan.
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