Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donohue is a financial professional with over 30 years of experience in the financial services industry. Michael has been with LPL Financial since 1992. Michael has a broad range of experience and provides investment advisory services through D.B. Wealth Management Group, an independent investment advisor firm. Michael has held several previous positions with other financial firms. Michael is a Certified Financial Planner™ professional and holds a Series 7, Series 24, and Series 63 licenses. Michael provides financial planning, portfolio management, and investment advice to 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.
Consulting and other non-discretionary advisory services
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.
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2
CA
03/14/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
07/07/1992 - 09/22/1992
CIGNA SECURITIES, INC. (RADNOR PA)
NA
01/24/1991 - 06/02/1992
CALIFORNIA ONE
NA
04/06/1990 - 02/14/1991
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
NA
01/10/1990 - 03/20/1990
FIRST IMPERIAL INVESTOR SERVICES, INC.
NA
08/02/1989 - 01/03/1990
J. T. MORAN & CO., INC.
CO
11/07/1987 - 08/16/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
08/18/1987 - 11/09/1987
LIBERTY SECURITIES CORPORATION
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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