Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gerard Donohue is a financial advisor with over 39 years of experience in the industry. Mark is currently registered with J.P. Morgan Securities LLC and is licensed in over 50 states. Mark is also registered with JPMorgan Chase Bank, N.A. and offers a broad range of products and services nationwide. In addition to his extensive experience, Mark holds the Series 7, Series 63, and Series 65 licenses. Mark specializes in providing financial planning, portfolio management for individuals and businesses, 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
05/15/2021 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
11/11/2011 - 06/09/2021
MORGAN STANLEY (Palm Beach Gardens FL)
NY
03/09/2002 - 12/07/2011
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
MA
12/02/1985 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
11/24/1982 - 12/13/1985
GABRIELE, HUEGLIN & CASHMAN INC.
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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