Unclaimed
Ryan MacDonald is a financial professional with over six years of experience in the securities industry. Ryan currently works at Needham & Company, LLC in Minnetonka, Minnesota. Before joining Needham & Company, LLC Ryan worked at Dougherty & Company LLC, Wunderlich Securities, Inc., Sterne, Agee & Leach, Inc., and Northland Securities, Inc. Ryan has a strong background in research analysis, having passed the Series 86 and Series 87 exams, and holds the Series 7 and SIE licenses. Ryan's commitment to client satisfaction and his in-depth understanding of the financial markets make him a valuable asset to any investor.
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.
Securities research
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.
Pursuant to csa agreements
1
2
MN
05/15/2018 - Present
Needham & Company, LLC (Minnetonka MN)
MN
09/20/2017 - 05/01/2018
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
TN
04/16/2015 - 07/05/2017
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
MN
12/09/2014 - 04/23/2015
STERNE, AGEE & LEACH, INC. (BLOOMINGTON MN)
MN
06/09/2012 - 12/08/2014
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/10/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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