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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 an investment advisor representative associated with Fisher Investments. Robert MacDonald has over 29 years of experience in the securities industry. Robert MacDonald has been registered with the Securities and Exchange Commission since 1994 and is currently registered with Fisher Investments in Massachusetts and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/13/2024 - Present
Fisher Investments (PLANO TX)
MA
07/24/2019 - 06/12/2024
EMPOWER FINANCIAL SERVICES, INC. (Arlington MA)
MA
04/29/2019 - 07/22/2019
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
MA
04/11/2012 - 04/04/2019
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
09/01/2010 - 04/19/2012
TD AMERITRADE, INC. (BOSTON MA)
MA
12/20/2006 - 07/19/2010
MMC SECURITIES CORP. (NORWOOD MA)
MA
06/18/2004 - 01/03/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
RI
11/08/2002 - 11/13/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
RI
11/15/1994 - 11/06/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 09/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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