Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip McDonald is a financial advisor in Birmingham, AL, and has been in the industry since 2006. Philip McDonald is currently registered with Wells Fargo Clearing Services, LLC. Philip McDonald has a strong track record of success and is committed to providing personalized financial advice to individuals, families, and businesses.
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.
Investment consulting services to institutional clients
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.
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2
AL
10/14/2011 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM AL)
AL
04/18/2008 - 10/24/2011
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
AL
03/08/2007 - 04/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
01/11/2006 - 01/22/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BIRMINGHAM AL)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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