Unclaimed
Michael O'Donovan is an investment advisor representative associated with Edward Jones. Michael has over 20 years of experience in the financial services industry and holds Series 3, 7, 63, and 66 securities licenses as well as the SIE. Michael has been registered with Edward Jones since November 2014 and has previously been associated with other financial firms including NOMURA SECURITIES INTERNATIONAL, INC., LEHMAN BROTHERS INC., DEUTSCHE BANK SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and GOLDMAN, SACHS & CO.
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.
See schedule d - miscellaneous
1
2
NY
06/29/2021 - Present
Edward Jones (Somers NY)
NY
10/21/2009 - 08/27/2014
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
04/26/2004 - 11/04/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/09/2001 - 04/15/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/26/2001 - 06/14/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/08/2001 - 01/26/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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