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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas MacDonald is a financial advisor with Janney Montgomery Scott LLC, a firm with over 100 years of experience in the financial services industry. Douglas has been in the financial services industry for over 10 years, working with individuals, families, and businesses to develop financial plans and investment strategies. Douglas holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Douglas has worked previously with Morgan Stanley, providing a diverse perspective to clients seeking financial advice. Douglas provides a range of services including financial planning, pension consulting, and portfolio management.
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.
Fee plus commission
1
2
PA
07/18/2022 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
UT
12/05/2016 - 04/12/2018
MORGAN STANLEY (SOUTH JORDAN UT)
PA
06/07/2014 - 12/16/2015
JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)
IA
Issued 02/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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