Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan MacDonald is an investment advisor representative at Raymond James & Associates, Inc.. Ian has been in the securities industry since 2007. Ian's professional experience includes time with Deutsche Bank Securities Inc., Frost Brokerage Services, Inc., Frost Securities, Inc., Morgan Stanley Smith Barney, Chase Investment Services Corp., and Citigroup Global Markets Inc.. Ian is licensed to provide investment advice in all 50 states and Puerto Rico.
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
NY
08/12/2021 - Present
Raymond James & Associates, Inc. (New York NY)
NY
06/29/2016 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
TX
02/07/2012 - 01/20/2016
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
07/24/2015 - 08/28/2015
FROST SECURITIES, INC. (DALLAS TX)
TX
04/16/2010 - 01/06/2012
MORGAN STANLEY SMITH BARNEY (SAN ANTONIO TX)
TX
08/28/2009 - 03/24/2010
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
CA
09/08/2006 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
NY
01/07/2006 - 06/30/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
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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