Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald MacQuattie is a financial advisor with Raymond James & Associates, Inc. Donald has been in the financial industry since July 29, 1994 and specializes in a variety of financial products and services. Previously, Donald has worked for a number of well-known financial firms including J.P. Morgan Institutional Investments Inc., American Funds Distributors, Inc., Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donald is registered in Connecticut, Florida, New Jersey, New York, and Vermont.
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
FL
04/12/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/30/2015 - 10/22/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
CA
01/11/2013 - 06/15/2015
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CT
01/01/2009 - 01/10/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SIMSBURY CT)
CT
12/09/2004 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
10/04/1993 - 08/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1993
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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