Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Donnovin has over 40 years of experience in the financial services industry. Joseph has been a registered representative with Benjamin F. Edwards & Company, Inc. since July 2011 and previously worked at Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., and Alex. Brown & Sons Incorporated. Joseph specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
07/27/2011 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TN
01/01/2008 - 07/26/2011
WELLS FARGO ADVISORS, LLC (CHATTANOOGA TN)
TN
11/02/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHATTANOOGA TN)
KY
05/23/1991 - 10/30/1992
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NA
04/13/1981 - 06/05/1991
ALEX. BROWN & SONS INCORPORATED
BC
Issued 04/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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