Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alexander McDonald is a financial advisor with Equitable Advisors, LLC. James has been in the financial industry since February 9, 1999. James is registered in 17 states, including Georgia, Louisiana, Michigan, and Ohio. James holds Series 6, 7, 24, 53, 63, and 65 licenses. James also holds the SIE license. James specializes in a range of financial planning services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. James also provides other insurance activities with companies outside of the Equitable Network. James is an executive of a sister’s trust and serves as a financial advisor for MDJ Financial Services Inc.
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.
A percentage of the total value of assets under management is charged.
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2
MI
04/15/2010 - Present
Equitable Advisors, LLC (SOUTHFIELD MI)
NY
02/10/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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