Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Devin McDonald is an investment advisor representative with Western Wealth Management LLC. Michael has been in the industry since 1994. Michael is registered with the state of Oregon and has been a registered investment advisor for more than 26 years. Michael also holds FINRA Series 7, 24, and 66 licenses. Michael has a long and successful history of providing financial advice to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
OR
08/29/2018 - Present
Western Wealth Management LLC (Happy Valley OR)
OR
08/04/2009 - 09/04/2015
U.S. BANCORP INVESTMENTS, INC. (HAPPY VALLEY OR)
OR
04/15/2008 - 07/20/2009
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
10/07/2004 - 04/10/2008
U.S. BANCORP INVESTMENTS, INC. (BEAVERTON OR)
MA
10/31/2003 - 07/26/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CA
10/21/1999 - 10/07/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
09/02/1998 - 09/01/1999
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
SC
06/04/1997 - 08/21/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
09/26/1995 - 04/23/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
02/14/1994 - 05/11/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
09/21/1992 - 12/08/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/21/1992 - 12/08/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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