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 Registered Investment Advisor with over 20 years of experience in the financial services industry. He is currently registered with Zacks Investment Management, Inc. in Chicago, Illinois and has held prior positions at Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., InterSecurities, Inc., and Prudential Securities Incorporated. Robert holds Series 7, 7TO, 63, 65, and SIE licenses, and is a licensed advisor in North Carolina. Robert specializes in creating and managing quantitative investment models that are licensed to sponsors of UITs and ETFs, and also provides financial planning and portfolio management services. Robert has a strong background in both traditional and alternative investments, and has a deep understanding of the financial markets.
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.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/16/2021 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
CA
04/03/2020 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
FL
06/24/2005 - 10/09/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
11/15/2000 - 06/07/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
07/22/1998 - 11/18/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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