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Patrick Kevin Donahue

Nelson Securities, INC.

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About Patrick Kevin Donahue

Patrick Donahue is a financial professional with over 28 years of experience in the securities industry. Patrick is currently registered with Nelson Securities, Inc. and is a Series 27, SIE, and Series 99TO licensed professional. Patrick has a history of providing financial services in the Spokane, WA area.

Firm Information

Patrick Donahue is currently registered with Nelson Securities, INC.. Nelson Securities, INC. is a Corporation formed on October 3, 1983, and is headquartered in SPOKANE, WA, United States. The firm has 7 licensed agents, 9 investment adviser representatives, 11 registered representatives, 9 individuals performing investment advisory functions, and 0 investment adviser representatives for other investment advisers. The firm manages approximately $242,493,984 in regulatory assets under management and offers portfolio management services to individuals and publication of periodicals. They also provide investment advisory services to individuals other than high-net-worth individuals, corporations, and pension and profit sharing plans. Nelson Securities, INC. is registered with the SEC and is also registered in all 50 states.
Nelson Securities, INC.

9718 N MORTON CT

SPOKANE, WA 99218

$242.49M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Donahue’s Registration & Firm History

WA

11/29/1994 - Present

Nelson Securities,INC. (SPOKANE WA)

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Licenses & Designations

BC

Issued 11/23/1994

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Kevin Donahue.
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