Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marsha? Claim Your ProfileMarsha Donovan is an experienced financial professional with over 20 years in the industry. Currently, Marsha is registered as an investment advisor representative with Janney Montgomery Scott LLC, working out of their Warwick, RI office. Prior to joining Janney Montgomery Scott LLC, Marsha worked with BANC OF AMERICA INVESTMENT SERVICES, INC., and CITIGROUP GLOBAL MARKETS INC.. Marsha has a broad range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Fee plus commission
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2
RI
05/29/2009 - Present
Janney Montgomery Scott LLC (Warwick RI)
RI
09/22/2005 - 06/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
11/13/2000 - 05/20/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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