Unclaimed
Daniel MacDonald is a registered representative with Yosemite Execution Partners Inc. located in Lafayette, CA. Daniel's primary registration is in California, but he also holds a registration in New York. He has been in the industry since June 12, 2017. Daniel's professional credentials include Series 63, Series 7, and SIE exams.
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.
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.
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2
CA
06/13/2017 - Present
Yosemite Execution Partners Inc. (LAFAYETTE CA)
BC
Issued 06/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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