Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Donovan is a financial advisor with LPL Financial LLC. He has been in the industry since 2002. Joseph has a wide range of experience and is licensed to sell securities in 52 states. He is also a registered investment advisor representative in Massachusetts and Texas. Joseph is committed to providing personalized financial advice to his clients. He offers a variety of financial planning services, including retirement planning, college savings planning, and estate planning. Joseph is also a member of the National Association of Personal Financial Advisors.
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.
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2
MA
07/14/2020 - Present
LPL Financial LLC (WALTHAM MA)
MA
09/07/2004 - 02/10/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
11/08/2002 - 07/22/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
01/01/2002 - 06/03/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/13/2001 - 01/01/2002
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
BOTH
Issued 05/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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