Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donnellan is an Investment Advisor Representative at L.m. Kohn & Co. Michael is a highly experienced professional in the financial services industry. Michael has over 30 years of experience in the securities industry and has held various positions at several firms. Michael has a broad range of experience in providing investment advice and portfolio management services to individuals, corporations, and institutions. Michael is committed to providing his clients with personalized investment advice and services that meet their individual needs and 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.
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.
A percentage of the total value of assets under management is charged.
Flat commission/execution fee
1
2
OH
11/05/2015 - Present
L.m. Kohn & Co. (NORTH ROYALTON OH)
OH
01/17/2001 - 11/05/2015
PRIMESOLUTIONS SECURITIES, INC. (STRONGSVILLE OH)
OH
05/06/1997 - 01/05/2001
NEXT ADVISORS INC. (GARFIELD HEIGHTS OH)
MI
07/22/1991 - 04/30/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
03/14/1991 - 07/09/1991
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
IA
Issued 01/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/13/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/17/1992
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Donnellan is the right advisor for you? Invested Better is here to help.
