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Mark Kevin Donohue

Amuni Financial, Inc.

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About Mark Kevin Donohue

Mark Donohue is a financial advisor associated with Amuni Financial, Inc. Mark is registered with the state of Florida and other states to offer investment advice. He has been in the industry since 1978 and has a broad range of experience in financial planning. Mark is a licensed insurance agent in Florida. Mark is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Mark provides financial planning services and educational seminars to individuals and businesses.

Firm Information

Mark Donohue is currently registered with Amuni Financial, Inc.. Amuni Financial, Inc., a corporation approved in 1980, provides financial planning services and portfolio management for individuals, businesses, and high-net-worth clients. The firm offers educational seminars and helps clients select other advisors. They are registered with the SEC and in 48 states.
Amuni Financial, Inc.

720 SECOND AVE S

ST PETERSBURG, FL 33701

$130.91M

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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financial planning services available through clearing agent agreement

Financial planning services available through clearing agent agreement

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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percentage of assets

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

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Mark Donohue’s Registration & Firm History

FL

03/22/2024 - Present

Amuni Financial, Inc. (ST. PETERSBURG FL)

NA

12/12/1979 - 10/20/1980

BUCHANAN & CO., INC.

NA

09/05/1978 - 01/05/1980

CROSBY & ELKIN, INC.

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Licenses & Designations

IA

Issued 12/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/20/1980

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1979

Series 52 - Municipal Securities Representative Examination

BC

Issued 08/24/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Kevin Donohue. Review regulatory record here.
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