Unclaimed
Alex Garner McDonald is a financial advisor with Facet Wealth. Alex has been a financial professional since 2011. Alex holds the Series 66 and Series 7 licenses, and is a Certified Financial Planner. Alex is currently registered as an investment advisor representative in North Carolina and Texas. Before joining Facet Wealth, Alex worked for Omnistar Financial Group, Inc., and HighTower Advisors, LLC.
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.
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.
1
2
MD
03/29/2021 - Present
Facet (BALTIMORE MD)
NC
06/07/2011 - 01/02/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILMINGTON NC)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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