Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul John Donohue is a financial advisor with Northwestern Mutual Investment Services, LLC. Paul has been in the financial services industry since 2006 and has a Series 7, Series 63, and Series 66 license. Previously, Paul worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Commerce One Financial Inc. Paul is registered in Florida, Illinois, Maryland, New Jersey, New York, Ohio, and Pennsylvania. Paul specializes in financial planning and investment management and works with a variety of clients including high-net-worth individuals, businesses, and institutions.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
07/26/2013 - Present
Northwestern Mutual Investment Services, LLC (Binghamton NY)
NY
07/12/2007 - 07/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/19/2006 - 05/30/2007
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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