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 10 years of experience in the industry. He currently works at Raymond James & Associates, Inc. His career spans several firms including Wells Fargo Clearing Services, LLC and Edward Jones. Matthew holds Series 3, 7, and 66 licenses, as well as the SIE, and is registered with the Securities and Exchange Commission (SEC) and several state securities regulators. Matthew specializes in working with individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
08/25/2020 - Present
Raymond James & Associates, Inc. (BOULDER CO)
CO
04/25/2014 - 02/27/2019
WELLS FARGO CLEARING SERVICES, LLC (BROOMFIELD CO)
CO
08/15/2012 - 05/06/2014
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
MO
01/27/2012 - 04/11/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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