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John Walter Macdonald

Cetera Investment Advisers LLC

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About John Walter Macdonald

John MacDonald is a financial advisor who has been in the industry since January 1986. John is currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. John has been with Cetera Investment Advisers LLC since March 2024. Prior to that, John was a financial advisor with Investors Capital Corp. from May 1998 to October 2016. John has been a registered representative in multiple states including California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, North Dakota, and Pennsylvania.

Firm Information

John Macdonald is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

53 TECHNOLOGY LANE

CONWAY, NH 03818

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Macdonald’s Registration & Firm History

NH

03/21/2024 - Present

Cetera Investment Advisers LLC (CONWAY NH)

NH

05/26/1998 - 10/03/2016

INVESTORS CAPITAL CORP. (CONWAY NH)

NY

01/09/1986 - 05/15/1998

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/24/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/12/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 1/7/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Walter Macdonald.
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