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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter David McDonald is a financial advisor with Equitable Advisors, LLC. Peter has been in the financial services industry since August 2004 and is registered in 22 states and the District of Columbia. Peter has experience with both individuals and businesses, including pension consulting, portfolio management, and financial planning. Peter's background also includes previous work with PNC Investments, NatCity Investments, Inc., and Edward Jones.
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.
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2
IN
04/18/2024 - Present
Equitable Advisors, LLC (KENDALLVILLE IN)
IN
11/13/2009 - 08/12/2011
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
02/06/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (NEW ALBANY IN)
IN
08/05/2004 - 01/28/2008
EDWARD JONES (BLOOMINGTON IN)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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