Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McDonald is a financial advisor with over 20 years of experience in the financial services industry. John has a strong background in investments and financial planning, and is committed to providing clients with personalized advice and guidance. John holds the Series 7 and Series 66 licenses. John is currently registered with M Holdings Securities, Inc. and has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Principal Securities, Inc., Diversified Investors Securities Corp. and AXA Advisors, LLC. John is dedicated to helping clients achieve their 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.
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.
1
2
PA
02/08/2019 - Present
M Holdings Securities, Inc. (NEWTOWN PA)
PA
04/20/2018 - 02/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YARDLEY PA)
PA
08/20/2010 - 01/02/2018
PRINCIPAL SECURITIES, INC. (Wayne PA)
PA
05/21/2009 - 07/06/2010
DIVERSIFIED INVESTORS SECURITIES CORP. (WAYNE PA)
NY
09/05/2008 - 12/02/2008
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/20/2001 - 07/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John McDonald is the right advisor for you? Invested Better is here to help.
