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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn R. MacDonald is an investment advisor representative at Commonwealth Financial Network. John has been in the industry since March 31, 2016. John holds the Series 66, SIE, and Series 7 licenses. John has a Chartered Financial Consultant designation. John specializes in financial planning, pension consulting, and educational seminars. John provides investment advisory services to individuals, corporations, and businesses. John is registered to provide investment advice in Arizona, California, Connecticut, Florida, Hawaii, Maine, Maryland, Massachusetts, New Hampshire, North Carolina, Ohio, Rhode Island, South Carolina, and Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/02/2023 - Present
Commonwealth Financial Network (AMESBURY MA)
BOTH
Issued 05/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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