Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Donohue is a financial advisor with Commonwealth Financial Network, located in West Chester, PA. Kevin has been in the financial industry since 1997 and has held licenses in multiple states. Kevin is a Certified Financial Planner (CFP) and is registered with FINRA. Kevin also holds licenses in various states, including Pennsylvania, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Virginia, Washington, and Wisconsin. Kevin focuses on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Kevin has also held positions with Securian Financial Services, Inc., New England Securities, and Fin-Plan Investments, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
10/01/2019 - Present
Commonwealth Financial Network (West Chester PA)
PA
03/16/2004 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (WEST CHESTER PA)
NY
09/20/2000 - 03/15/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
10/30/1997 - 09/18/2000
FIN-PLAN INVESTMENTS, INC. (SOUDERTON PA)
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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