Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lee McDonald is a financial advisor currently registered with Cetera Investment Advisers LLC, based in Schaumburg, Illinois. Donald has been in the industry since May 1, 1994, and has experience with a variety of firms, including Triad Advisors LLC, LPL Financial LLC, H&R Block Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Royal Alliance Associates, Inc. Donald holds a variety of licenses and certifications, including Series 7, Series 24, Series 63 and Series 65. Donald is a highly experienced financial advisor who can provide a range of services to individuals, businesses, and institutions.
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.
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
GA
02/14/2024 - Present
Cetera Investment Advisers LLC (ROME GA)
GA
10/07/2014 - 02/15/2024
TRIAD ADVISORS LLC (Rome GA)
GA
09/15/2008 - 10/15/2014
LPL FINANCIAL LLC (ROME GA)
GA
07/03/2002 - 09/15/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (ROME GA)
NY
11/01/1999 - 08/21/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
05/02/1994 - 11/02/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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