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Michael Whitney MacDonald

Zions Direct, Inc.

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About Michael Whitney MacDonald

Michael MacDonald is a financial professional with experience in the securities industry. Michael has been active in the industry since June 11, 2017. Michael is currently registered with Zions Direct, Inc. and holds various licenses including Series 7, Series 24, Series 63, Series 79TO and SIE. Michael is licensed in 52 states and the District of Columbia. Michael was previously employed with WACHOVIA CAPITAL MARKETS, LLC.

Firm Information

Michael MacDonald is currently registered with Zions Direct, Inc.. Zions Direct, Inc. is a Corporation that was formed on February 7, 1986. It is registered in all 50 states, the District of Columbia, and Puerto Rico. The firm has been involved in 4 Regulatory Events and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Michael MacDonald’s Registration & Firm History

CA

08/01/2019 - Present

Zions Direct, Inc. (El Segundo CA)

NC

11/14/2006 - 01/02/2009

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/25/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Whitney MacDonald.
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