Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Douglas MacLennan is an investment advisor representative with Newbridge Financial Services Group, Inc., registered with the state of California. Malcolm is a highly experienced financial professional who has been in the industry since 1987. Malcolm has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. He has earned the Series 7, Series 31, Series 63, and Series 66 licenses. In addition to his work with Newbridge, Malcolm is also a licensed insurance agent. Malcolm is dedicated to helping his clients achieve their financial goals.
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.
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.
Promoter fees
1
2
CA
10/07/2020 - Present
Newbridge Financial Services Group, Inc. (LOS ANGELES CA)
CA
03/16/2017 - 04/03/2019
FSC SECURITIES CORPORATION (LOS ANGELES CA)
CA
11/12/2010 - 03/27/2017
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
07/07/2005 - 12/10/2010
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NY
11/07/1994 - 07/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/02/1987 - 11/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 02/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Malcolm MacLennan is the right advisor for you? Invested Better is here to help.
