Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Calvin McDonald is a financial advisor registered with Oneascent Financial Services LLC and holds a Series 7, Series 66, and Series 99TO licenses. John Calvin McDonald has been in the financial services industry since February 19, 2007, and is registered in California, Georgia, Idaho, Oregon, Texas, and Washington. John Calvin McDonald has a background in insurance and is a Certified Financial Planner. In addition to working with Oneascent Financial Services LLC, John Calvin McDonald is also associated with Purshe Kaplan Sterling Investments and various insurance carriers. John Calvin McDonald is dedicated to providing investment advice, financial planning, and insurance services to individuals, families, and businesses.
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.
Consulting
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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WA
03/19/2021 - Present
Oneascent Financial Services LLC (Kennewick WA)
WA
02/19/2007 - 03/26/2021
WADDELL & REED (KENNEWICK WA)
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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