Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian MacDonald is a financial advisor with Raymond James Financial Services Advisors, Inc. in Manahawkin, New Jersey. Brian has been working in the financial industry since 2008. Brian MacDonald is registered to provide investment advice in New Jersey. Brian MacDonald is also an Associate/Employee for Fulton Financial Advisors, a support company, and an Agent for Specific Solutions, a non-variable insurance company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
07/08/2024 - Present
Raymond James Financial Services Advisors, Inc. (Manahawkin NJ)
CO
12/07/2022 - 06/03/2024
ALPS DISTRIBUTORS, INC. (DENVER CO)
NY
11/06/2020 - 10/21/2022
ARCVIEW CAPITAL, LLC (BROOKLYN NY)
NY
08/21/2020 - 10/15/2020
PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)
PA
05/16/2020 - 08/26/2020
HERALD INVESTMENT MARKETING, LLC (CHADDS FORD PA)
IL
04/06/2015 - 03/05/2020
DWS DISTRIBUTORS, INC. (CHICAGO IL)
MA
12/18/2014 - 03/23/2015
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
PA
12/03/2012 - 12/19/2014
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
PA
08/08/2007 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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