Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Donlan is a financial advisor with IC Advisory Services, Inc.. Robert has been working in the financial services industry since 1983. Robert is registered in 14 states and has been working with individuals, businesses, charitable organizations, and retirement plans. Robert also has a Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/22/2021 - Present
IC Advisory Services, Inc. (PLATTSBURGH NY)
NY
02/20/2002 - 06/14/2010
NEXT FINANCIAL GROUP, INC. (PLATTSBURGH NY)
VT
05/15/1995 - 02/20/2002
WINDHAM FINANCIAL SERVICES, INC. (CHARLOTTE VT)
OR
01/17/1995 - 02/28/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
02/25/1993 - 12/14/1994
DARWOOD ASSOCIATES INCORPORATED (HILLSBOROUGH NJ)
NJ
11/18/1983 - 10/01/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/02/1982 - 11/17/1983
E. F. HUTTON & COMPANY INC
BC
Issued 02/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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