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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Donahue is a registered investment advisor representative with Vanguard Advisers, Inc. Timothy has over 25 years of experience in the financial industry, having held previous positions at firms such as Hornor, Townsend & Kent, LLC, Boenning & Scattergood, Inc., BCG Securities, Inc. and Dean Witter Reynolds Inc. Timothy currently holds FINRA Series 4, 7, 24, 27, 52, 63, 65, 99TO and SIE licenses and is registered in Georgia, New Jersey, Pennsylvania and Texas. Timothy holds a designation as a FINRA Arbitrator and is involved in dispute resolution.
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.
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
PA
01/10/2022 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
02/07/2013 - 03/19/2021
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
PA
05/14/2009 - 01/18/2013
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NJ
11/26/2008 - 05/08/2009
BCG SECURITIES, INC. (CHERRY HILL NJ)
PA
11/15/1999 - 11/19/2008
W.R. HAMBRECHT + CO., LLC (BERWYN PA)
NC
04/14/1999 - 09/16/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/24/1998 - 03/12/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
07/25/1997 - 02/10/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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