Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John McDonald is a registered investment advisor representative with Macquarie Investment Management Business Trust, based in Philadelphia, Pennsylvania. Michael has been in the securities industry since 2004. Michael holds Series 6, 7, 63, and 65 licenses and has been registered with various states since 2012. Michael previously worked at Janney Montgomery Scott LLC and Directed Services LLC. Michael's firm, Macquarie Investment Management Business Trust provides advisory services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
01/17/2008 - 07/09/2012
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
11/04/2003 - 10/23/2007
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 08/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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