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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul MacDonald is a financial advisor with AE Wealth Management, LLC, a firm with offices in Topeka, Kansas. Paul specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Paul has been in the industry since 1995, with experience at firms including MONEY CONCEPTS CAPITAL CORP and CAPITAL SYNERGY PARTNERS. Paul has a wide range of experience and expertise, and is dedicated to helping clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
10/21/2024 - Present
AE Wealth Management, LLC (Charleston SC)
SC
01/02/2015 - 12/20/2021
MONEY CONCEPTS CAPITAL CORP (Charleston SC)
SC
01/04/2011 - 12/31/2014
CAPITAL SYNERGY PARTNERS (MT. PLEASANT SC)
SC
01/06/2004 - 12/31/2010
FINANCIAL WEST GROUP (MT. PLEASANT SC)
IA
07/31/2002 - 12/31/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MA
03/01/1996 - 08/01/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
01/03/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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