Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Tam MacDonald is a financial advisor with over 29 years of experience in the industry. She has a strong background in securities and investment management and holds a variety of licenses and registrations. Mary MacDonald is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo, Mary MacDonald worked at A. G. Edwards & Sons, Inc., COHIG & ASSOCIATES, INC., and CHATFIELD DEAN & CO., INC.. Mary MacDonald provides investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions. She has a strong commitment to helping her 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
CA
10/11/2011 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
02/10/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
CO
08/25/1996 - 02/06/1998
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
CO
01/20/1994 - 08/09/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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