Unclaimed
Brian McDonald is a financial professional with over 27 years of experience in the industry. Brian is currently registered with Nylife Securities LLC. Prior to that, Brian was with Westpark Capital, Inc. Brian has a strong background in the financial services industry. Brian is licensed to conduct business in New York and North Carolina.
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.
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.
1
2
NY
02/21/2023 - Present
Nylife Securities LLC (MELVILLE NY)
NY
04/21/2021 - 11/30/2022
WESTPARK CAPITAL, INC. (NEW YORK NY)
NY
02/10/2014 - 11/23/2020
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
01/14/2008 - 12/04/2013
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/07/2004 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/12/2003 - 05/27/2004
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
04/23/1997 - 12/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/20/1996 - 03/21/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
04/24/1995 - 10/08/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian McDonald is the right advisor for you? Invested Better is here to help.