Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A McDonald is a financial professional with over 20 years of experience in the financial services industry. Joseph currently works at MML Investors Services, LLC in Springfield, MA. Before joining MML Investors Services, LLC, Joseph worked for several other firms, including Santander Securities LLC, Signator Financial Services, Inc., Wells Fargo Funds Distributor, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Miller Tabak + Co., LLC, Touchpoint Securities Corp., C. L. King & Associates, Inc., and Bear, Stearns & Co. Inc. Joseph holds several licenses and registrations including Series 63, Series 24, SIE and Series 7. Joseph provides a range of services to clients, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/10/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
03/23/2016 - 03/08/2022
SANTANDER SECURITIES LLC (Dorchester MA)
MA
11/05/2013 - 07/21/2014
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
09/12/2012 - 07/21/2014
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/09/2011 - 09/10/2012
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
RI
12/08/2010 - 05/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
06/08/2010 - 09/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
04/21/2008 - 04/16/2009
MILLER TABAK + CO., LLC (BOSTON MA)
MA
11/21/2007 - 05/16/2008
TOUCHPOINT SECURITIES CORP. (BOSTON MA)
MA
05/01/2006 - 03/12/2007
C. L. KING & ASSOCIATES, INC. (BOSTON MA)
MA
05/28/1997 - 05/11/2006
BEAR, STEARNS & CO. INC. (BOSTON MA)
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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