Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew MacDonald is a financial advisor with over 25 years of experience in the financial services industry. Andrew is a Registered Representative and Investment Advisor Representative. Andrew holds FINRA Series 7, 24, 63, and 65 licenses and is licensed to provide investment advisory services in multiple states. Andrew currently works at LPL Financial LLC and has been with them since July 2001. Andrew has also held previous roles with CUNA Brokerage Services, Inc., Forum Financial Services, Inc., and Mercantile Investment Services, Inc. Andrew offers a wide range of financial services to clients, including financial planning, investment management, and insurance.
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.
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2
CO
03/06/2009 - Present
LPL Financial LLC (LOVELAND CO)
IA
06/15/1998 - 07/20/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
ME
02/04/1998 - 06/10/1998
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
MO
01/05/1996 - 09/29/1997
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
CT
09/05/1995 - 12/14/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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