Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Moody is a registered investment advisor representative with McDonald Partners LLC. Paul has been in the securities industry since June 19, 1985. Paul is registered to provide investment advice in Florida, Michigan, and Ohio. Paul has been with McDonald Partners LLC since March 2015. Paul specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pooled investment vehicles.
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.
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.
1
2
MI
04/15/2015 - Present
McDonald Partners LLC (BOYNE CITY MI)
MA
02/28/1997 - 10/06/2008
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NY
10/11/1990 - 01/10/1997
PIMCO ADVISORS DISTRIBUTION COMPANY (NEW YORK NY)
NA
06/29/1989 - 08/10/1995
THOMSON MCKINNON SECURITIES INC.
NY
11/25/1983 - 08/10/1995
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/29/1988 - 05/16/1989
CRICO SECURITIES CORPORATION
NA
10/20/1983 - 07/17/1984
MANLEY, BENNETT, MCDONALD & CO
BC
Issued 04/25/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1985
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Moody is the right advisor for you? Invested Better is here to help.
