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 a financial advisor with over 30 years of experience in the industry. Michael is currently registered with UBS Financial Services Inc. and holds Series 7, 63, 65 and 24 licenses, as well as the SIE. Michael has previously held registrations with Oppenheimer & Co. Inc., Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets Inc. Michael offers portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and security ratings. Michael is currently registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin. Michael is also the partner and manager of BOCA MAC COMPANY LLC, a real estate company based in Boca Raton, Florida.
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.
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.
See schedule d - miscellaneous
1
2
FL
06/15/2015 - Present
UBS Financial Services Inc. (BOCA RATON FL)
FL
03/18/2009 - 05/04/2015
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
11/01/2006 - 03/17/2009
STANFORD GROUP COMPANY (BOCA RATON FL)
FL
04/02/2004 - 11/10/2006
STILLPOINT WEALTH MANAGEMENT, LLC (BOCA RATON FL)
NY
03/18/1993 - 04/19/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1993
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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