Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael MacDonald is an investment advisor representative with Financial Transparency. Michael has been in the financial services industry since 1981. Michael is a Registered Investment Advisor (RIA) and holds the Series 6, Series 7, and Series 65 licenses. Michael specializes in financial planning, portfolio management for individuals, and providing pension consulting services. Michael has experience working with individuals, high-net-worth individuals, and retirement plans.
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.
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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CA
01/01/2025 - Present
Financial Transparency (Pleasant Hill CA)
CA
04/18/2012 - 03/10/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PLEASANT HILLS CA)
CA
01/09/1998 - 04/26/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (PLEASANT HILL CA)
CA
01/01/1991 - 01/15/1998
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
MA
03/25/1988 - 12/21/1990
PNMR SECURITIES, INC. (BOSTON MA)
NA
04/01/1987 - 01/01/1988
SAFECO SECURITIES, INC.
NA
09/04/1981 - 11/23/1985
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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