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Greta Janette McDonald

M & T Securities, Inc.

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About Greta Janette McDonald

Greta McDonald is a securities professional licensed in Maryland. Greta is currently registered with M&T Securities, Inc. Greta has a Series 63, Series 79TO, and SIE license. Greta has 1 year of experience in the securities industry. Greta is associated with the M&T Securities, Inc. branch office located in Baltimore, MD.

Firm Information

Greta McDonald is currently registered with M & T Securities, Inc.. M&T Securities, Inc. is a corporation formed on November 13, 1985. The firm is registered with the SEC and in 25 states.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Greta McDonald’s Registration & Firm History

MD

09/11/2023 - Present

M&T Securities, Inc. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 09/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greta Janette McDonald.
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