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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen MacDonald is an investment advisor representative with Morgan Stanley, a firm with over 26,100 registered representatives and 13,000 investment advisory functions. Glen is a seasoned investment professional with experience at several firms including WEALTHSPIRE CAPITAL, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northwestern Mutual Investment Services, LLC, and CMS Investment Resources, Inc. Glen has been active in the industry since 2007 and has a broad range of experience advising individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/08/2021 - Present
Morgan Stanley (New York NY)
NY
09/18/2018 - 03/17/2020
WEALTHSPIRE CAPITAL, LLC (New York NY)
NJ
11/20/2014 - 09/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
09/13/2011 - 04/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/13/2009 - 06/15/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTFIELD NJ)
PA
08/07/2007 - 06/30/2008
CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)
BOTH
Issued 11/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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