Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donahue is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with KEY Investment Services LLC in both a broker-dealer and investment advisor capacity. Michael has previously held registrations with several other firms including HSBC Securities (USA) INC., Charles Schwab & Co., Inc., and Josephthal & Co., Inc. Michael specializes in working with individuals and high-net-worth individuals. Michael also has experience working with corporations and businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/26/2021 - Present
KEY Investment Services LLC (East Aurora NY)
NY
01/01/2005 - 07/11/2012
HSBC SECURITIES (USA) INC. (WILLIAMSVILLE NY)
NY
09/29/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
TX
05/06/1998 - 09/09/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/12/1994 - 04/28/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
06/23/1992 - 04/21/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
NA
04/09/1991 - 06/25/1992
J. W. GANT & ASSOCIATES, INC.
MN
12/20/1990 - 03/21/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/20/1990 - 03/21/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/12/1989 - 12/20/1990
J. W. GANT & ASSOCIATES, INC.
NA
10/05/1988 - 01/19/1989
POWER SECURITIES CORPORATION
BOTH
Issued 04/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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