Unclaimed
Matthew Donovan is a financial advisor with J.P. Morgan Securities LLC. Matthew Donovan has been in the industry for over 11 years. Matthew Donovan is registered with the state of Texas. He is Series 63, Series 7 and SIE licensed. Matthew Donovan also previously worked at FIDELITY BROKERAGE SERVICES LLC in MERRIMACK, NH. He is approved to provide financial advice to Individuals, High Net Worth Individuals, Businesses, Corporations, Pension and Profit Sharing Plans, Insurance Companies, Charitable Organizations and Labor Unions.
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
MA
09/25/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
NH
10/03/2011 - 12/07/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 10/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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