Unclaimed
Timothy Donahue is a securities professional with over 20 years of experience in the financial services industry. Currently, Timothy is registered with Lazard Freres & Co. LLC and is located in New York, NY. Prior to joining Lazard Freres & Co. LLC, Timothy worked at J.P. Morgan Securities LLC, Blackstone Advisory Services L.P., and J.P. Morgan Securities Inc. Timothy holds Series 7, Series 24, and Series 63 licenses.
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
NY
09/08/2022 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
12/22/2020 - 08/30/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/04/2009 - 11/01/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/01/2008 - 07/07/2009
BLACKSTONE ADVISORY SERVICES L.P. (NEW YORK NY)
NY
10/08/1999 - 08/20/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 02/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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