Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire McDonald is a financial advisor with The Colony Group, LLC, based in Kensington, Maryland. Claire has over 25 years of experience in the financial services industry. Claire is registered to provide investment advice in Connecticut, Maryland, and Texas. Claire previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO ADVISORS, LLC.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MD
11/07/2024 - Present
THE Colony Group, LLC (Kensington MD)
MD
06/20/2014 - 08/02/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)
MD
07/01/2003 - 06/20/2014
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
NY
10/17/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Claire McDonald is the right advisor for you? Invested Better is here to help.
