Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles MacDonald is a financial advisor with Centerview Partners LLC, located in Menlo Park, CA. John has been in the financial industry since 1996 and has experience working with both Merrill Lynch and BOFA Securities, Inc. John is registered with FINRA and holds Series 7, Series 10, Series 24, Series 63, Series 79TO, and SIE licenses. John is currently registered in California.
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.
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.
1
2
CA
08/25/2021 - Present
Centerview Partners LLC (Menlo Park CA)
CA
05/10/2019 - 08/10/2021
BOFA SECURITIES, INC. (PALO ALTO CA)
CA
02/09/1996 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2002
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 09/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John MacDonald is the right advisor for you? Invested Better is here to help.
