Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Donovan is a financial advisor with Wells Fargo Clearing Services, LLC. Stephen has been in the industry for over 35 years, working with both individual and institutional clients. He is licensed to provide investment advice in New Jersey and Pennsylvania. Stephen offers a variety of services to his clients including portfolio management, financial planning, and investment consulting. He also provides services to institutional clients. Stephen's expertise spans over 3 decades, serving clients at Morgan Stanley, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional clients
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
NJ
09/26/2018 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
06/01/2009 - 09/26/2018
MORGAN STANLEY (MT. LAUREL NJ)
MA
11/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
05/02/2003 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
RI
01/04/1990 - 05/22/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/19/1988 - 01/01/1990
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NA
08/06/1987 - 10/15/1988
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 08/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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