Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew MacDonald is a financial advisor currently registered with Beacon Pointe Advisors, LLC. Matthew is an investment advisor representative with over 20 years of experience in the financial services industry. Matthew's experience includes roles at Deutsche Bank Securities Inc., Credit Suisse Securities (USA) LLC, and Wells Fargo Clearing Services, LLC. Matthew is licensed to provide investment advisory services in California.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2022 - Present
Beacon Pointe Advisors, LLC (Los Angeles CA)
CA
11/07/2018 - 12/23/2021
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
NY
01/08/2007 - 02/27/2017
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/10/2001 - 07/25/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IA
Issued 12/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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