Unclaimed
Pieter McDonald is a financial advisor with over 10 years of experience in the financial services industry. Pieter is registered to provide investment advice in 31 states and is a Registered Representative with Raymond James Financial Services Advisors, Inc. Pieter has a strong background in portfolio management for individuals and businesses and also provides financial planning services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AK
03/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (ANCHORAGE AK)
BOTH
Issued 08/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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