Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iyona? Claim Your ProfileIyona McDonald is a registered representative with Morgan Stanley. Iyona has been in the securities industry since June 16, 2000 and has experience at multiple firms. Iyona holds Series 7, 24, 63, 79TO and SIE licenses.
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
06/01/2009 - Present
Morgan Stanley (New York NY)
NJ
06/08/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERSEY CITY NJ)
NJ
03/15/2005 - 05/15/2007
COMPUTERSHARE SECURITIES CORPORATION (EDISON NJ)
NJ
03/13/2000 - 11/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
01/04/2000 - 03/01/2000
DLJDIRECT INC. (JERSEY CITY NJ)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Iyona McDonald is the right advisor for you? Invested Better is here to help.
