Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McDonald is a financial advisor with over 10 years of experience in the industry. Brian is currently registered with J.P. Morgan Securities LLC, and has previously worked with Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. Brian holds Series 6 and Series 63 licenses and the SIE exam. Brian is a registered representative in California and Florida. Brian specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
FL
01/23/2019 - Present
J.p. Morgan Securities LLC (BOCA RATON FL)
FL
02/22/2014 - 01/03/2019
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
10/01/2012 - 01/09/2013
J.P. MORGAN SECURITIES LLC (SUNRISE FL)
FL
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT LAUDERDALE FL)
BC
Issued 05/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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