Unclaimed
Kevin Donner is a financial advisor in Los Angeles, California. Kevin has been in the industry since 2004 and is currently registered with Newmark Securities, LLC. Prior to joining Newmark Securities, LLC, Kevin worked at Cushman & Wakefield Securities, Inc., Wells Fargo Securities, LLC, Credit Suisse First Boston LLC, and Goldman, Sachs & Co.. Kevin holds the Series 7, 66, and SIE licenses.
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
CA
03/23/2023 - Present
Newmark Securities, LLC (Los Angeles CA)
NY
05/26/2017 - 02/24/2023
CUSHMAN & WAKEFIELD SECURITIES, INC. (NEW YORK NY)
NY
07/01/2009 - 10/13/2016
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
02/24/2006 - 07/01/2009
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
08/14/2003 - 05/16/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
07/09/2002 - 06/30/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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