Unclaimed
Karen Donahue is a financial professional with over 20 years of experience in the financial services industry. She is currently registered with Transamerica Capital, Inc. Karen has held prior roles with AFSG Securities Corporation and Intersecurities, Inc. Her areas of expertise include investment company products, variable contracts, and general securities. Karen is dedicated to providing her clients with personalized financial guidance and investment strategies.
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.
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.
1
2
CO
03/30/2007 - Present
Transamerica Capital, Inc. (DENVER CO)
IA
10/11/2004 - 05/29/2007
AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)
FL
05/15/1998 - 09/21/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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