Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McDonald is a financial advisor with over 5 years of experience in the financial services industry. Michael is currently registered with Fidelity Brokerage Services LLC. Michael has previously held positions with Victory Capital Services, Inc. and J.P. Morgan Securities LLC. Michael holds the Series 7TO, Series 63, and SIE licenses.
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.
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.
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2
RI
05/12/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
07/03/2019 - 01/24/2022
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
02/19/2019 - 06/24/2019
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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