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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Charles McDonald is a financial advisor registered with LPL Financial LLC. Andre has been in the financial industry since September 6, 2001 and has worked with Legg Mason Wood Walker, Incorporated and CITIGROUP GLOBAL MARKETS INC. in the past. Andre is licensed in several states, including Maryland, Texas, and Virginia. Andre holds multiple financial industry licenses including Series 66, Series 24, Series 7, and SIE. Andre is also registered with the state of Maryland as an investment advisor. Andre offers investment advisory services such as financial planning, portfolio management for individuals and businesses, and pension consulting. Andre’s specializations include 1, 2, 3, 4, 5, and 6.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/20/2018 - Present
LPL Financial LLC (URBANA MD)
MD
02/21/2006 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
09/07/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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