Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert MacDonald is a financial advisor with over 20 years of experience in the industry. Albert is currently registered as an Investment Advisor Representative with MAI Capital Management, LLC. Albert has a strong background in the financial services industry, with prior experience at Foreside Fund Services, LLC and Fidelity Brokerage Services LLC. Albert is also a registered principal with the FINRA and holds the Series 7, 9, 10, 63, and 66 licenses. Albert is committed to providing clients with personalized financial advice and guidance. Albert specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Albert is also experienced in financial planning, pension consulting, and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
02/22/2010 - Present
MAI Capital Management, LLC (PONTE VEDRA BEACH FL)
FL
04/27/2016 - 06/02/2017
FORESIDE FUND SERVICES, LLC (Ponte Vedra Beach FL)
FL
09/24/2010 - 01/28/2014
FORESIDE FUND SERVICES, LLC (JACKSONVILLE FL)
FL
11/23/1999 - 05/14/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 03/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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