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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith William McDonald is an investment advisor representative with New York Life Investment Management LLC. Keith has been in the securities industry since February 22, 2000. Keith holds Series 7 and Series 66 licenses. Keith has been registered with New York Life Investment Management LLC since June 29, 2006. Previous firms include LINSCO/PRIVATE LEDGER CORP., SUN LIFE FINANCIAL DISTRIBUTORS, INC., MFS FUND DISTRIBUTORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WFP SECURITIES. Keith is currently registered in California, Colorado, Michigan, New Jersey, New York and Virginia. Keith provides investment advisory services to individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NY
06/29/2006 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
CA
04/04/2006 - 06/29/2006
LINSCO/PRIVATE LEDGER CORP. (LA MESA CA)
MA
02/25/2003 - 01/12/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
01/08/2001 - 03/04/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
08/07/2000 - 12/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/17/1999 - 06/06/2000
WFP SECURITIES (SAN DIEGO CA)
BOTH
Issued 03/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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