Mark Donohue (CRD# 856777) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 40 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Municipal Securities, Inc. | St. Petersburg, FL | Sep 1980 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- GA
- MI
- PA
- TX
- VA
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Total Assets Under Management131MILLIONS
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Total Number of Accounts368ACCOUNTS
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Average Account Value$355,736
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AR, AZ, FL, GA, LA, MD, MI, OH, PA, TX, VA, WA
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