Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Donahue is a financial advisor with over 28 years of experience in the industry. Kevin is currently registered with National Financial Services LLC. Prior to joining National Financial Services LLC, Kevin worked at Fidelity Brokerage Services LLC. Kevin has a broad range of experience and holds several licenses and certifications, including the Series 6, 7, 9, 10, 63, 99TO and SIE. Kevin is committed to providing clients with personalized financial advice and guidance.
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.
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2
RI
08/12/2014 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
11/01/2011 - 07/11/2014
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/19/2007 - 07/24/2013
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
12/10/1996 - 01/19/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
08/31/1994 - 12/19/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/31/1994 - 12/19/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 09/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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