Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McDonald is a financial advisor with over 25 years of experience in the financial services industry. Matthew is currently registered with SPC in Michigan and has a wide range of experience in providing financial advice to individuals, families, and businesses. Matthew has worked with clients across a variety of areas including retirement planning, college savings, and estate planning. Matthew is committed to providing his clients with personalized financial advice that meets their unique needs and goals. Matthew has held previous positions with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
01/29/2010 - Present
SPC (WALLED LAKE MI)
NY
01/10/1997 - 01/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/10/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/05/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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