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Mark Forrest Donahue

Financial Management Network Inc.

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About Mark Forrest Donahue

Mark Forrest Donahue is an active investment advisor representative with Financial Management Network Inc.. Mark has been working in the financial industry since July 14, 1992. Mark is a Certified Financial Planner and a Chartered Financial Consultant. Mark is registered in 10 states. The main office of Financial Management Network Inc. is located in Mission Viejo, CA.

Firm Information

Mark Donahue is currently registered with Financial Management Network Inc.. Financial Management Network Inc. is an investment advisor based in MISSION VIEJO, CA with approximately $1.8 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Financial Management Network Inc.

26041 ACERO

MISSION VIEJO, CA 92691

$1.80B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Quarterly fees

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Mark Donahue’s Registration & Firm History

CA

12/15/1997 - Present

Financial Management Network Inc. (MISSION VIEJO CA)

MN

01/21/1994 - 07/07/1997

MIMLIC SALES CORPORATION (ST. PAUL MN)

NY

10/18/1988 - 01/09/1990

NEIL LUBARSKY AND CO., INC. (WHITE PLAINS NY)

NA

10/20/1987 - 02/23/1988

WHALE SECURITIES

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Licenses & Designations

BC

Issued 02/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Forrest Donahue.
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