Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Donohoe is a financial advisor with over 25 years of experience in the industry. Peter is currently registered with Commonwealth Financial Network, a registered investment advisor. Peter has been a financial advisor at Commonwealth Financial Network since August of 2023. Prior to that, Peter worked for LPL Financial LLC for six years and Citizens Securities, Inc. for almost four years. Peter holds the Series 7, 24, 31, and 65 securities licenses and is a CERTIFIED FINANCIAL PLANNER™.
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
MA
08/17/2023 - Present
Commonwealth Financial Network (Westwood MA)
MA
01/30/2017 - 09/01/2023
LPL FINANCIAL LLC (BOSTON MA)
MA
09/05/2013 - 01/27/2017
CITIZENS SECURITIES, INC. (BOSTON MA)
MA
04/09/2008 - 08/30/2013
NFP SECURITIES, INC. (QUINCY MA)
MA
01/10/2006 - 03/24/2008
U.S. WEALTH ADVISORS, LLC. (BRAINTREE MA)
MA
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (MIDDLEBORO MA)
AZ
11/26/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
09/28/2001 - 11/30/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
04/27/2000 - 05/15/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/13/1996 - 04/19/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Donohoe is the right advisor for you? Invested Better is here to help.
