Invested Better
Unclaimed

Unclaimed

Unclaimed

Alaine Danielle MacDougall

Edelman Financial Engines

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alaine? Claim Your Profile

About Alaine Danielle MacDougall

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.

Firm Information

Alaine MacDougall is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Set-up fees & related svcs; reimbursements for printed materials

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alaine MacDougall’s Registration & Firm History

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)

Not sure if Alaine Danielle MacDougall is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alaine Danielle MacDougall. Review regulatory record here.
Not sure if Alaine Danielle MacDougall is right for you?