Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cornelius? Claim Your ProfileCornelius Trawick McDonald is a financial advisor with over 38 years of experience in the financial services industry. Cornelius has a wide range of experience, having worked for several firms including Capital Investment Group, Inc., Capital Investment Brokerage, Inc., and Physicians Financial Services, Inc. Cornelius is also a Certified Financial Planner and currently provides investment advisory services through Physicians Financial Services, Inc., and The Wealth Group, Ltd. Cornelius specializes in working with high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. He provides a range of services including financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
02/19/2021 - Present
Physicians Financial Services, Inc. (RALEIGH NC)
NC
09/18/1987 - 04/02/1997
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NA
01/14/1986 - 09/21/1987
W. S. GRIFFITH & CO., INC.
NA
08/21/1984 - 01/24/1986
SENTRA SECURITIES CORPORATION
BC
Issued 08/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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