Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert MacDonald is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has a broad range of experience and holds licenses to provide investment advice in multiple states. In addition to securities, Robert can provide investment advice and financial planning to a variety of clients. Robert has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Prior to joining Merrill Lynch, Robert worked for firms such as Bank of America Investment Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., and NationsSecurities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
11/07/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HENDERSONVILLE NC)
NC
10/28/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ASHEVILLE NC)
MO
10/01/2000 - 11/01/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/17/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
01/01/1998 - 03/16/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
10/07/1993 - 01/01/1998
NATIONSSECURITIES
BOTH
Issued 10/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert MacDonald is the right advisor for you? Invested Better is here to help.
