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 who has been in the industry since 2004. Joseph is currently registered with LPL Financial LLC in Fredericksburg, TX. Joseph has previously worked with WELLS FARGO INVESTMENTS, LLC in Houston, TX. Joseph holds a Series 66, Series 7 and SIE licenses. Joseph is registered to conduct business in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Louisiana, Missouri, Nebraska, Nevada, New Mexico, New York, Oklahoma, Texas, Utah and Virginia.
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
TX
02/25/2009 - Present
LPL Financial LLC (FREDERICKSBURG TX)
TX
01/01/2004 - 02/04/2009
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
BOTH
Issued 09/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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