Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Donohue is a financial advisor with Charles Schwab & CO., Inc. William has been in the financial industry since June 20, 1994 and holds a Series 65, Series 63, Series 57TO, Series 55, Series 7, Series 10, Series 9, Series 53 and Series 24 licenses. William has held previous positions at TD Ameritrade, Inc., PCS Dunbar Securities, LLC, E*TRADE SECURITIES LLC, HARRISDIRECT LLC, WIT CAPITAL CORPORATION, DLJDIRECT INC., TASIN & COMPANY, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY and YAMAICHI INTERNATIONAL (AMERICA) INC. William specializes in providing financial advice to individuals and small businesses. William is registered in 49 states and 2 provinces in Canada.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
09/06/2023 - Present
Charles Schwab & CO., Inc. (Massapequa Park NY)
NJ
04/13/2012 - 04/08/2013
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
08/21/2009 - 05/03/2011
PCS DUNBAR SECURITIES, LLC (PURCHASE NY)
NJ
03/14/2001 - 09/03/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
10/19/2005 - 10/10/2006
HARRISDIRECT LLC (JERSEY CITY NJ)
CT
04/11/2000 - 12/22/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
NJ
07/14/1999 - 03/02/2000
DLJDIRECT INC. (JERSEY CITY NJ)
NY
06/22/1998 - 10/14/1998
TASIN & COMPANY, INC. (HAUPPAUGE NY)
MN
05/22/1996 - 10/14/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/22/1996 - 10/14/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
06/17/1996 - 10/11/1996
FIRST MADISON SECURITIES, INC. (BOCA RATON FL)
NY
08/22/1989 - 04/07/1995
YAMAICHI INTERNATIONAL (AMERICA) INC. (NEW YORK NY)
IA
Issued 12/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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