Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Loretta McDonald is a financial advisor with LPL Financial LLC. Mary has been working in the financial industry since 1998 and has a wide range of experience. She has a Series 7, Series 6, Series 24, and Series 63 license and holds a Uniform Investment Adviser Law Examination (Series 65). Mary has been registered with LPL Financial LLC since 2007 and has also worked with Putnam Retail Management Limited Partnership and CitiStreet Equities LLC. In addition to her work with LPL Financial LLC, Mary also works with Avidia Bank.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/17/2020 - Present
LPL Financial LLC (HUDSON MA)
MA
03/02/2001 - 05/16/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NJ
08/29/1996 - 03/01/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 08/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mary McDonald is the right advisor for you? Invested Better is here to help.
