Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donahue is an investment advisor representative registered with RBC Capital Markets, LLC. Michael has been in the securities industry since 1993 and has experience in a number of firms including Merrill Lynch, Edward Jones, Fifth Third Securities, UBS Financial Services Inc., and Evern Securities, Inc. Michael holds a Series 31, Series 7 and Series 63 license. Michael's experience and licenses provide him with a broad range of expertise and knowledge to help clients reach their financial goals. Michael is also a limited partner in Gray Harbor LLC and CMF Capital.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
OH
01/13/2022 - Present
RBC Capital Markets, LLC (Toledo OH)
OH
12/14/2011 - 01/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
OH
02/16/2006 - 12/15/2011
EDWARD JONES (TOLEDO OH)
OH
05/09/2005 - 01/20/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NJ
02/10/1995 - 05/12/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
03/16/1994 - 01/12/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
12/18/1992 - 03/01/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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