Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane D. McDonald is a registered investment advisor representative with Eaton Vance Management. Shane has been in the industry since January 2021, holding a Series 66 and Series 7TO license. Shane has previously worked at MORGAN STANLEY in New York, NY.
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.
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.
Strategic management for diversified investment portfolios.
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.
Percentage of portfolio income
1
2
MA
03/07/2023 - Present
Eaton Vance Management (BOSTON MA)
NY
01/29/2021 - 02/22/2023
MORGAN STANLEY (New York NY)
BOTH
Issued 02/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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