Unclaimed
Michael Donnachie is a financial advisor with Allstate Financial Services, LLC located in Wynnewood, Pennsylvania. Michael is a Series 7, Series 24, and Series 63 licensed professional and holds the SIE designation. Michael has been in the securities industry since November 7, 1998.
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.
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.
1
2
PA
05/26/2022 - Present
Allstate Financial Services, LLC (Wynnewood PA)
CO
03/02/2011 - 12/31/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
05/31/2005 - 04/22/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
08/30/2001 - 03/07/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/20/1995 - 07/11/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Donnachie is the right advisor for you? Invested Better is here to help.