Unclaimed
Donald McDonald is a financial advisor with Raymond James & Associates, Inc., working out of the LITTLE ROCK, AR office. Donald has been in the industry since 1984. Donald holds Series 3, 5, 7, and 66 licenses as well as state registrations in 28 jurisdictions. Donald specializes in helping individuals and families with their financial planning and investment needs. Donald also assists businesses with their financial planning and retirement planning.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AR
06/08/2009 - Present
Raymond James & Associates, Inc. (LITTLE ROCK AR)
AR
01/01/2008 - 10/22/2008
WACHOVIA SECURITIES, LLC (LITTLE ROCK AR)
AR
11/02/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LITTLE ROCK AR)
TN
01/01/1991 - 11/05/1991
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
TN
08/11/1989 - 11/05/1991
IBAA SECURITIES CORPORATION (MEMPHIS TN)
NA
07/29/1988 - 01/01/1991
VINING-SPARKS SECURITIES, INC.
NA
03/26/1987 - 07/26/1988
THOMSON MCKINNON SECURITIES INC.
NA
05/04/1984 - 04/02/1987
SHEARSON LEHMAN BROTHERS INC.
NA
08/23/1983 - 04/19/1984
GEORGE K. BAUM & COMPANY
BOTH
Issued 10/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1985
Series 5 - Interest Rate Options Examination
BC
Issued 03/25/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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