Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca MacDonald is a financial advisor with over 15 years of experience in the industry. Rebecca currently works with MacDonald Wealth Associates LLC and Endowment Partners LLC and previously worked with WELLS FARGO CLEARING SERVICES, LLC and BANCWEST INVESTMENT SERVICES, INC. Rebecca MacDonald is registered to provide investment advice in Nevada. She is dedicated to creating customized wealth management, strategic philanthropy and multigenerational plans for her 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NV
04/25/2019 - Present
MacDonald Wealth Associates LLC (LAS VEGAS NV)
NV
01/10/2017 - 12/17/2018
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
NV
03/27/2015 - 12/27/2016
BANCWEST INVESTMENT SERVICES, INC. (LAS VEGAS NV)
NV
10/07/2005 - 12/14/2007
BANCWEST INVESTMENT SERVICES, INC. (NORTH LAS VEGAS NV)
BOTH
Issued 09/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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