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 19 years of experience in the industry. Brian is currently registered with Charles Schwab & Co., Inc. and has been with the firm since June 2004. Brian holds the Series 7, 9 and 63 securities licenses. He is a registered representative in the state of Arizona. Brian is a specialist in Financial Planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
06/25/2004 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 11/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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