Unclaimed
Suzan Donahue has over 13 years of experience in the securities industry. Suzan is currently registered with Fidelity Brokerage Services LLC, a firm with an active Broker-Dealer registration and a Not in Scope Investment Advisor registration. Suzan's primary office location is in Merrimack, NH, but she also has an office in Manchester, NH. Suzan has passed multiple securities licensing exams including the Series 7TO, Series 6, Series 63, Series 9, and Series 10. Suzan is licensed to sell securities in all 50 states.
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.
1
2
NH
04/22/2019 - Present
Fidelity Brokerage Services LLC (MANCHESTER NH)
NH
07/06/2010 - 04/07/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
03/02/2009 - 03/26/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 04/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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