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RD

Ryan Donnel

EQUITYBEE SECURITIES
PALO ALTO, CA 94301
Some features on this profile are disabled
CRD#: 6278140
RD

Professional summary

Ryan Donnel, who also goes by Ryan Russell Donnel, is a registered financial professional currently at EQUITYBEE SECURITIES, LLC located in Palo Alto, California.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2014. Ryan has worked at 4 firms and has passed the Series 66, Series 63, Series 57, SIE, Series 3, Series 7, Series 24, Series 4, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ryan Russell Donnel

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Donnel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 11, 2022 - Present

EQUITYBEE SECURITIES, LLC

Office #1: 955 Alma Street. Suite B, Palo Alto, CA 94301
BD
CRD#: 41896
PALO ALTO, CA
Past

June 5, 2017 - May 6, 2021

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

August 26, 2016 - May 6, 2021

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

September 4, 2014 - November 14, 2017

OPTIONSXPRESS, INC.

BD
CRD#: 103849
Lone Tree, CO
Past

April 9, 2014 - September 4, 2014

SCOTTRADE, INC.

BD
CRD#: 8206
WESTMINSTER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/11/2022)
RR
Colorado
(2/11/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/3/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/12/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57
Date: 11/8/2018
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/4/2014
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/8/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/22/2017
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 6/14/2016
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/9/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/9/2015
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EQUITYBEE SECURITIES, LLC
EQUITYBEE SECURITIES, LLC | HMI INVESTMENTS, LTD. | HAMILTON MILLER INVESTMENTS, LLC

CRD#: 41896 / SEC#: , 8-49621

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
955 Alma Street. Suite B, Palo Alto, CA 94301
Mailing Address
955 Alma Street. Suite A, Palo Alto, CA 94301
Phone number
(650) 847-1149
Established
Delaware since 03/04/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EQUITYBEE INC.PARENT
DANIELS, RICHARD MATTHEWFINOP/PFO/POO5877964
KAISER, MICHELLE AMBROSIOCHIEF EXECUTIVE OFFICER5880443
WADE, MITCHELLCHIEF COMPLIANCE OFFICER6516098

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EQUITYBEE SECURITIES, LLC

CRD#: 41896Palo Alto, CA 94301

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