Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Malcolm MacDonald

Yosemite Execution Partners Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Malcolm MacDonald

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.

Firm Information

Daniel MacDonald is currently registered with Yosemite Execution Partners Inc.. Yosemite Execution Partners Inc. is a Corporation formed on May 8, 2012 and approved in California, Colorado, Connecticut, Illinois, New Jersey, and New York. The firm has one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel MacDonald’s Registration & Firm History

CA

06/13/2017 - Present

Yosemite Execution Partners Inc. (LAFAYETTE CA)

Not sure if Daniel Malcolm MacDonald is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Malcolm MacDonald.
Not sure if Daniel Malcolm MacDonald is right for you?