Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keven? Claim Your ProfileKeven Donohue is a financial advisor with over 6 years of experience in the industry. Keven is currently registered with Rockefeller Financial LLC, and has previously worked at Mercer Allied Company, L.P. and Northwestern Mutual Investment Services, LLC. Keven holds a variety of licenses and certifications, including Series 6, 7, 63 and 66. Keven has experience working with a range of client types, including high-net-worth individuals, corporations, and charitable organizations. Keven specializes in providing financial planning, portfolio management, and selection of other 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.
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.
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2
NY
08/26/2022 - Present
Rockefeller Financial LLC (Saratoga Springs NY)
NY
09/20/2016 - 09/11/2020
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
NY
04/08/2014 - 07/21/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Troy NY)
BOTH
Issued 08/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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