Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirby? Claim Your ProfileKirby McDonald is an investment advisor representative with Cetera Investment Advisers LLC. Kirby has been in the financial services industry since 1987. Prior to Cetera Investment Advisers LLC, Kirby was employed by QA3 FINANCIAL CORP. and FORESTERS EQUITY SERVICES, INC.. Cetera Investment Advisers LLC provides portfolio management for individuals, businesses, and pension plans. Kirby has a Series 6, 7, 26, 63 and 65 license and is registered in 39 states and 3 jurisdictions.
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
NE
03/21/2024 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
11/04/1999 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
CA
10/21/1997 - 09/14/1999
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
05/19/1987 - 08/27/1997
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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