Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Macgregor? Claim Your ProfileMacgregor Maitland is an active investment advisor representative at Steward Partners Investment Advisory, LLC. Macgregor has over 20 years of experience in the financial services industry. Macgregor Maitland has held several roles at various firms, including Lincoln Financial Advisors, Signator Investors, Inc., Commonwealth Financial Network, and Steward Partners Investment Solutions, LLC. Macgregor is registered to provide investment advice in the state of New Hampshire.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NH
06/10/2024 - Present
Steward Partners Investment Advisory, LLC (NEW BOSTON NH)
CT
01/24/2020 - 03/18/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
NH
11/28/2018 - 03/18/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
11/28/2018 - 03/18/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
MA
04/13/2018 - 11/13/2018
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
04/22/2016 - 04/09/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
NH
06/23/2008 - 04/19/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
03/19/2004 - 04/19/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
08/04/2005 - 07/26/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
MA
09/26/2003 - 02/03/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MN
08/24/2002 - 01/04/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/2002 - 01/04/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
02/15/2001 - 08/07/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/06/2000 - 02/01/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 09/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/13/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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