Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip MacDonald is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Philip has over 25 years of experience in the industry, holding licenses in both the State of Florida and Texas. He is well-versed in various financial services, including investment advisory, financial planning, and portfolio management. Philip has previously worked for several other prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, and Legg Mason Wood Walker, Incorporated. His previous roles demonstrate a commitment to providing comprehensive and personalized financial guidance to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/15/2017 - Present
Stifel, Nicolaus & Company, Inc. (MELBOURNE FL)
FL
07/25/2013 - 11/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLEDGE FL)
FL
12/08/2009 - 07/26/2013
LPL FINANCIAL LLC (MERRITT ISLAND FL)
FL
02/12/2007 - 12/08/2009
CUSO FINANCIAL SERVICES, L.P. (MERRITT ISLAND FL)
FL
06/16/2006 - 02/08/2007
MUTUAL SERVICE CORPORATION (MELBOURNE FL)
MD
01/14/2004 - 01/27/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/27/2002 - 12/12/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
12/05/2001 - 11/07/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
11/02/1995 - 12/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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