Unclaimed
Ruth McDonald is a financial advisor at Fidelity Brokerage Services LLC. Ruth has been in the industry for 24 years and has a strong track record of success. Ruth is registered to provide securities advice in all 50 states and holds a Series 7, Series 6, Series 63, and Series 66 license, as well as a Securities Industry Essentials (SIE) certification. Ruth has extensive experience in helping clients with a range of financial needs, including retirement planning, investment management, and college savings. Ruth's previous roles include positions at Morgan Stanley and T. Rowe Price Investment Services, Inc.
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.
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.
1
2
RI
05/26/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
FL
09/10/2019 - 05/12/2021
MORGAN STANLEY (PALM HARBOR FL)
FL
01/01/1999 - 07/12/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Ruth McDonald is the right advisor for you? Invested Better is here to help.