Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott McDonald is a financial advisor with over 19 years of experience in the financial services industry. Michael is registered with Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in multiple states. Michael has experience in providing investment advice to a variety of clients, including individuals, families, and businesses. Michael has expertise in a wide range of financial products and services, including investment management, retirement planning, and estate planning. Michael is dedicated to helping clients reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
02/19/2014 - Present
Raymond James Financial Services Advisors, Inc. (South Saint Paul MN)
MN
10/15/2010 - 01/08/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
11/08/2007 - 10/22/2010
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
11/18/2004 - 11/09/2007
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH OAKS MN)
IA
Issued 02/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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