Unclaimed
Paul Donahue is a Financial Advisor with over 27 years of experience in the industry. He has been registered with Fidelity Brokerage Services LLC since January 1, 2008. Paul has a wide range of experience in the financial services industry, including roles with Fidelity Investments Institutional Services Company, Inc., before joining Fidelity Brokerage Services LLC. Paul is licensed to sell securities in 53 states and the District of Columbia. Paul is a Series 6, 7, 24, 26, and 63 licensed representative.
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.
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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2
UT
01/01/2008 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
04/24/1995 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BC
Issued 05/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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