| Advisor Profile |
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Business Description |
| Our mission at B Donelin Financial Services Inc is to establish a successful partnership with our clients (individuals and businesses) to manage their financial risks. We provide a broad array of investment products and services tailored to meet the specific interests, goals and ever-changing financial profile of our clients. We build value for our clients through superior client service, quality and commitment. It’s all about choices and finding an independent advisor who can support your choices. |
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General Information |
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| States Licensed in: |
AZ, FL, MA, ME, MN, NH, NJ, NY, RI
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| Years of Experience in Financial Services: |
25
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| Number of Years with Current Firm: |
10
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| I work with the following types of clients: |
Businesses, Individual Investors
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Services |
| Investment Types: |
Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Insurance, Stocks, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 7, Series 6, Series 66
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| Insurance and Annuity Licenses: |
Accident, Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Life, Health
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| Financial Organization Memberships: |
Women In Financial Services
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$ 25,000.00
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Prepared By: |
Barbara Donelin |
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