Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid MacDonald is a financial advisor with over 20 years of experience in the securities industry. David is currently registered with Truist Securities, Inc. in Boston, Massachusetts. David has held previous roles at Leerink Swann & Company, SG Cowen Securities Corporation and Cowen & Co.
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.
1
2
MA
02/02/2005 - Present
Truist Securities, Inc. (BOSTON MA)
MA
04/27/2000 - 04/02/2004
LEERINK SWANN & COMPANY (BOSTON MA)
NY
07/01/1998 - 05/05/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
12/23/1997 - 07/01/1998
COWEN & CO. (NEW YORK NY)
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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