Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Chris McDonald

Interactive Brokers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Chris McDonald

Kevin Chris McDonald is a securities professional with over 20 years of experience in the financial industry. Kevin Chris McDonald is currently registered with Interactive Brokers LLC. Prior to that Kevin Chris McDonald was registered with Assent LLC, Liberty Brokers, Patriot Securities, Inc., and Purcell Graham Incorporated. Kevin Chris McDonald holds the Series 3, 7, 55, 57, and SIE licenses.

Firm Information

Kevin McDonald is currently registered with Interactive Brokers LLC. Interactive Brokers LLC is a Limited Liability Company formed on March 9, 1998 and is approved to operate in all 50 U.S. states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

175

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin McDonald’s Registration & Firm History

CT

05/01/2007 - Present

Interactive Brokers LLC (GREENWICH CT)

IL

10/04/2004 - 04/15/2005

ASSENT LLC (BOLINGBROOK IL)

NY

05/18/1995 - 12/05/1996

LIBERTY BROKERS (NEW YORK NY)

NY

01/03/1995 - 02/10/1996

PATRIOT SECURITIES, INC. (NEW YORK NY)

NY

08/03/1990 - 08/28/1991

PURCELL GRAHAM INCORPORATED (NEW YORK NY)

Not sure if Kevin Chris McDonald is right for you?

Licenses & Designations

BC

Issued 05/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2018

Series 57 - Securities Trader Exam

BC

Issued 09/21/2007

Series 3 - National Commodity Futures Examination

BC

Issued 04/30/2007

Series 7 - General Securities Representative Examination

BC

Issued 10/06/2004

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kevin Chris McDonald.
Not sure if Kevin Chris McDonald is right for you?