Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm McKay is a financial advisor with J. W. Cole Advisors, Inc. and has been in the industry since May 1995. Malcolm is registered with the state of Florida as a registered investment advisor and broker-dealer. They have experience working for Raymond James Financial Services, Inc. and Waddell & Reed, Inc.. Malcolm has passed the Series 6, Series 7, Series 63, and Series 65 exams. They provide financial planning, portfolio management for businesses and individuals, and other financial services.
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.
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.
Hourly & fixed rate 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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2
FL
09/17/2010 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
02/28/2005 - 09/01/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
KS
05/19/1995 - 03/08/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 04/18/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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