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 registered with Fisher Investments. Michael is a certified financial planner and has been in the industry since 2006. Michael specializes in providing financial advice to individuals, businesses, and investment companies. Michael has experience with portfolio management, financial planning, and other advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/01/2023 - Present
Fisher Investments (VENICE FL)
FL
01/23/2008 - 07/30/2014
TD AMERITRADE, INC. (SARASOTA FL)
FL
07/28/2006 - 10/02/2007
UBS FINANCIAL SERVICES INC. (SARASOTA FL)
BOTH
Issued 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael McDonald is the right advisor for you? Invested Better is here to help.
