Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Donahue is a financial professional with over 25 years of experience in the securities industry. He is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions at firms such as Scottrade, Inc. and E*TRADE Securities LLC. Patrick is a Series 7, 24 and 63 licensed professional and specializes in providing financial planning and portfolio management services to individuals, businesses, 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.
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.
1
2
MO
04/13/2018 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
10/09/2014 - 04/03/2018
SCOTTRADE, INC. (ST. LOUIS MO)
NY
09/03/2002 - 04/09/2014
E*TRADE CLEARING LLC (NEW YORK NY)
MA
05/24/2006 - 06/29/2006
BROWNCO, LLC (BOSTON MA)
NJ
05/08/2006 - 05/24/2006
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MA
12/01/2005 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
NJ
05/08/1999 - 09/03/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
04/25/1996 - 08/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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