Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McKay is an investment advisor representative associated with UBS Financial Services Inc. He has been in the industry since December 8, 1993 and holds Series 31, Series 63, Series 65 and Series 7 licenses. Donald McKay is registered to provide investment advice in 24 states and also provides broker-dealer services in 22 states. Donald McKay has a wide range of experience providing services to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension plans, and more. He is located in PARAMUS, NJ and provides services from the UBS Financial Services Inc. offices in PARAMUS, NJ, NORTHFIELD, NJ, Wayne, NJ and Ocean City, NJ.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
03/05/2019 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NJ
12/09/1993 - 10/30/2008
CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)
IA
Issued 01/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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