Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donelan has been in the securities industry since 1998. Robert is a registered representative of Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in several states. Robert has experience providing financial planning and portfolio management services to 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
10/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (LENOX MA)
MA
07/02/2018 - 10/21/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LENOX MA)
NY
01/25/2017 - 06/08/2018
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
04/17/2000 - 08/07/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/01/1998 - 12/31/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
08/12/1996 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NA
09/24/1986 - 10/30/1987
CITICORP SECURITIES MARKETS, INC.
IA
Issued 09/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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