Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail McDonnell is an Investment Advisor Representative with AE Wealth Management, LLC. Abigail is registered in Rhode Island. Abigail has been in the securities industry since February 2014 and has passed the Series 63, Series 65, Series 6, and SIE exams. Abigail has a history of experience at Columbia Management Investment Distributors, Inc. and Massey and Associates, Inc. Abigail also holds a license as an Insurance Agent for Massey and Associates, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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RI
03/07/2018 - Present
AE Wealth Management, LLC (Warwick RI)
MA
02/06/2014 - 07/02/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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