Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Paul McGee is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Donald has been in the industry since 1985. He is registered in Florida and Texas, and holds a series 7, 9, 10, 31, 63 and 65 licenses. Donald is a seasoned financial professional with a wide range of experience in investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
FL
12/01/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROCKLEDGE FL)
IA
Issued 06/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/14/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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