Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McDonald is a financial advisor with over 20 years of experience in the financial services industry. James has a deep understanding of the financial markets and a commitment to providing personalized financial advice to help his clients achieve their financial goals. He has been a registered investment advisor since 1998 and is currently employed with Wise Wealth Management, LLC. James's expertise is in providing investment advice and financial planning for individuals, families, and charitable organizations. He is also a Registered Representative with LPL Financial LLC. James is a highly experienced and respected financial advisor who can help you reach your financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate- and tax-planning coordination
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/01/2022 - Present
Wise Wealth Management, LLC (NEW YORK NY)
CA
03/03/2015 - 03/14/2018
LPL FINANCIAL LLC (LOS ANGELES CA)
CA
09/03/2013 - 03/03/2015
CETERA ADVISOR NETWORKS LLC (LOS ANGELES CA)
CA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (LOS ANGELES CA)
NY
05/14/2007 - 05/18/2007
NFP SECURITIES, INC. (NEW YORK NY)
NY
01/02/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/03/1998 - 12/31/2001
CHRISTOPHER STREET FINANCIAL, INC. (NEW YORK NY)
IA
Issued 03/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James McDonald is the right advisor for you? Invested Better is here to help.
