Joseph Drexelius Donovan
Professional Summary
Joseph Drexelius Donovan, who also goes by Joseph Drexelins Donovan, is a registered financial advisor currently at PARAMAX SECURITIES, LLC located in Williamsville, New York. Joseph is registered as a RR (Registered Representative) and started their career in finance in 2006. Joseph has worked at 3 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE, Series 79 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph Drexelins Donovan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
PARAMAX SECURITIES, LLC
Contact Information
Main Address
333 International Drive Suite A, Williamsville, NY 14221Mailing Address
333 International Drive Suite A, Williamsville, NY 14221Phone Number
(716) 626-1200Established
New York since 05/14/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (21 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/2/2021)
(8/28/2020)
(5/10/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jun 2023About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Feb 2020About the Series 79TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Nov 2015About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph Drexelius Donovan's CRS (Customer Relationship Summary).
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