Unclaimed
Laura MacDonald is a financial professional with over 20 years of experience in the industry. Laura is currently registered with BNY Mellon Securities Corp. and has previously worked with Funds Distributor, LLC, Eaton Vance Distributors, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Goldman, Sachs & Co., and Fidelity Brokerage Services, Inc. Laura holds Series 63, Series 7TO, SIE, Series 3, Series 7, and Series 6 licenses and is registered in 53 states. Laura specializes in portfolio management for individuals and businesses.
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.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
01/08/2021 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
12/04/2015 - 05/17/2017
FUNDS DISTRIBUTOR, LLC (BOSTON MA)
MA
07/31/2009 - 09/08/2015
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MN
05/02/2003 - 11/15/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/02/2003 - 11/15/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/28/1995 - 11/21/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
RI
08/06/1993 - 06/07/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 07/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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