Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McDonald is a financial advisor at Robert W. Baird & Co. Inc. in Greenville, SC. Donald has been in the industry since 1983 and is registered with the state of South Carolina as both a Broker-Dealer and Investment Advisor Representative. Donald is a Series 7, 8, 9, 10, 63, and 65 licensed professional. Donald has a total of 4 SRO, 1 FINRA, and 20 State registrations.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
SC
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Greenville SC)
SC
01/11/2013 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (Greenville SC)
SC
05/10/2002 - 01/23/2013
SCOTT & STRINGFELLOW, LLC (GREENVILLE SC)
NC
10/14/1988 - 05/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
08/24/1983 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 06/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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