Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Andrew McDonald is a financial advisor with over 20 years of experience in the industry. Brian McDonald is registered with McDonald Partners LLC and Signator Investors, Inc. Brian McDonald has a wide range of experience and expertise in working with individual and institutional clients. Brian McDonald is also active in the community, serving as Executive Director of the Joan C Edwards Charitable Foundation and Chairperson of the Board of Trustees of the Cleveland School of Science & Medicine.
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.
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
OH
05/10/2023 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
02/16/2018 - 10/25/2021
MCDONALD PARTNERS LLC (CLEVELAND OH)
MA
07/24/1998 - 03/03/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 03/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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