Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McArdle is a financial advisor with over 15 years of experience in the financial services industry. John is currently registered with McDonald Partners LLC in Cleveland, Ohio. John holds multiple licenses and registrations, including the Series 7, Series 66, and Series 79. John has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. John has been with McDonald Partners LLC since 2010 and previously worked at Thomas McDonald Partners, LLC and Berthel, Fisher & Company 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/08/2010 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
01/17/2008 - 12/08/2008
THOMAS MCDONALD PARTNERS, LLC (MAUMEE OH)
MI
10/12/2007 - 01/16/2008
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ANN ARBOR MI)
BOTH
Issued 08/11/2010
Series 66 - Uniform Combined State Law 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 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John McArdle is the right advisor for you? Invested Better is here to help.
