Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rand? Claim Your ProfileRand William McDonald is a registered investment advisor representative, currently working at Wells Fargo Clearing Services, LLC in Austin, Texas. Rand William McDonald has been in the industry since 1991 and has a long history of working with various financial institutions including Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc. and First Investors Corporation. Rand William McDonald holds several licenses including Series 7, Series 6, Series 31, Series 63 and Series 66. Rand William McDonald specializes in providing investment advice to a range of clients, including individuals, corporations, and institutional 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.
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.
1
2
TX
02/10/2015 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
TX
07/01/2003 - 05/28/2009
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
NY
08/25/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/26/1990 - 09/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
06/17/1985 - 03/27/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 02/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
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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