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 an investment advisor representative at UBS Financial Services Inc. Michael has been in the industry since 2008. Michael is registered with the state of New Jersey. Michael holds the Series 65, Series 66, Series 7, Series 9, Series 10, and SIE licenses. Michael has a broad range of experience in the financial services industry, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Michael specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
See schedule d - miscellaneous
1
2
NJ
06/27/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
07/17/2009 - 06/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
08/17/2006 - 08/27/2007
MATRIX U.S.A., LLC (NEW YORK NY)
IA
Issued 08/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Donohue is the right advisor for you? Invested Better is here to help.
