Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ross McDonald is a financial advisor with over 18 years of experience in the financial services industry. Michael is currently registered with Capital Client Group, Inc. and has previously been registered with OppenheimerFunds Distributor, Inc. and Dain Rauscher Incorporated. Michael has a broad range of experience and licenses including Series 7, Series 6, Series 24, Series 26, Series 63 and Series 65. Michael is also a registered Investment Advisor representative in California. Michael specializes in providing a range of financial services to clients in states including Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, New York, Oregon, Texas, Utah, Washington, and Wyoming. Michael's career began in 1999 and Michael is dedicated to providing personalized financial advice to clients.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
08/12/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
NY
06/02/2006 - 04/06/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
10/01/1999 - 05/12/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
IA
Issued 08/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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