Unclaimed
John Walter MacDonald is an investment advisor representative currently registered with Cetera Investment Advisers LLC, located in Conway, NH. John Walter MacDonald has been in the securities industry since January 18, 1986. John Walter MacDonald has passed the Series 63, Series 65, Series 26, Series 22 and SIE exams. The advisor is also licensed to provide investment advice in California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, North Dakota, and Pennsylvania. In addition to Cetera Investment Advisers LLC, the advisor previously held positions at Investors Capital Corp. and NYLIFE Securities 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.
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.
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2
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)
IA
Issued 11/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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