Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Donahue is a financial advisor with over 11 years of experience in the financial industry. Matthew is currently registered with Voya Retirement Advisors, LLC and holds Series 66, Series 7 and SIE licenses. Matthew has a strong background in the financial services industry and is committed to providing clients with personalized financial advice and investment strategies. In addition to his work as a financial advisor, Matthew is also a musician and enjoys performing with a live band.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
07/12/2023 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
MA
12/23/2011 - 03/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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