Unclaimed
Thomas Duncan Donahue is a financial professional with over 20 years of experience in the industry. Currently, Thomas is registered with Citizens JMP Securities, LLC in Boston, MA. Thomas was previously registered with CITIZENS CAPITAL MARKETS, BOWSTRING ADVISORS, LLC, BULGER CAPITAL, LLC, and NEEDHAM & COMPANY, LLC. Thomas is a Series 7, Series 24, Series 63, Series 79TO, Series 99TO, and SIE licensed professional.
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
MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
03/05/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
02/08/2013 - 03/19/2019
BOWSTRING ADVISORS, LLC (NEWTON MA)
MA
07/31/2008 - 05/14/2012
BULGER CAPITAL, LLC (WALTHAM MA)
MA
04/01/1999 - 01/24/2007
NEEDHAM & COMPANY, LLC (BOSTON MA)
BC
Issued 08/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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