Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Christopher McDonald is an investment advisor representative with Fisher Investments. Cary is a registered investment advisor in Ohio and Texas. Cary has over 30 years of experience in the financial services industry. Cary previously worked at The Tavener Company, LPL Financial LLC, CNL Securities Corp., and New England Securities. Cary holds a Series 63, Series 7, and Series 24 license. Cary is also a Certified Financial Planner. Cary specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Cary's clients include high net worth individuals, insurance companies, charitable organizations, corporations, and other investment advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
02/02/2022 - Present
Fisher Investments (LOVELAND OH)
OH
06/24/2014 - 03/16/2015
THE TAVENNER COMPANY (SPRINGFIELD OH)
OH
05/06/2011 - 04/16/2012
LPL FINANCIAL LLC (CINCINNATI OH)
FL
05/23/1990 - 01/28/2011
CNL SECURITIES CORP. (ORLANDO FL)
NY
03/09/1989 - 01/01/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
10/26/1984 - 03/20/1989
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 02/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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