Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Colin McDonald is a financial advisor with over 20 years of experience in the industry. Michael has a broad range of experience, having worked with firms such as Canaccord Genuity Inc., Cowen Execution Services LLC, and Olivetree Financial, LLC. Michael is currently registered with Janney Montgomery Scott LLC and has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Michael specializes in helping clients achieve their financial goals through a variety of investment strategies.
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.
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.
Fee plus commission
1
2
MA
09/14/2018 - Present
Janney Montgomery Scott LLC (Boston MA)
GA
05/01/2019 - 11/25/2019
FIG PARTNERS, LLC (ATLANTA GA)
MA
08/07/2017 - 08/23/2018
OLIVETREE FINANCIAL, LLC (Boston MA)
MA
01/28/2015 - 07/26/2017
COWEN EXECUTION SERVICES LLC (BOSTON MA)
MA
10/09/2001 - 01/29/2015
CANACCORD GENUITY INC. (BOSTON MA)
BC
Issued 11/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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