Unclaimed
Alaine MacDougall is a financial advisor who has been working in the financial services industry since 2011. Alaine is currently registered with Edelman Financial Engines in Uniondale, NY. Alaine has held previous positions with various financial institutions, including Equity Services, Inc., Equitable Advisors, LLC, The Investment Center, Inc., LPL Financial LLC, and Allstate Financial Services, LLC. Alaine is licensed to provide investment advice in New York.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NY
11/29/2022 - Present
Edelman Financial Engines (UNIONDALE NY)
NY
06/08/2021 - 12/20/2021
EQUITY SERVICES, INC. (HAUPPAUGE NY)
NY
12/14/2018 - 05/10/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
09/13/2018 - 10/05/2018
THE INVESTMENT CENTER, INC. (EAST ISLIP NY)
NY
07/11/2017 - 09/12/2018
LPL FINANCIAL LLC (WEST HEMPSTEAD NY)
NY
12/09/2016 - 07/10/2017
ALLSTATE FINANCIAL SERVICES, LLC (Farmingdale NY)
NY
03/04/2013 - 11/09/2016
NYLIFE SECURITIES LLC (MELVILLE NY)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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