Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor MacDonald is a financial advisor with Canaccord Genuity LLC. Taylor has been in the industry since 2009 and has held licenses with several firms throughout their career, including Cadaret, Grant & Co., Inc. and LPL Financial LLC. Taylor is a Registered Principal and has passed the Series 7, 6, 52, 4, 24, 53, 63, and 99TO exams.
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.
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MA
01/10/2023 - Present
Canaccord Genuity LLC (BOSTON MA)
NY
05/11/2022 - 12/14/2022
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NH
08/22/2018 - 05/17/2022
LPL FINANCIAL LLC (AUBURN NH)
NH
02/04/2016 - 08/03/2018
SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)
OH
10/19/2015 - 02/03/2016
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
09/23/2013 - 07/17/2015
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
NH
02/07/2013 - 08/30/2013
NEXT FINANCIAL GROUP, INC. (LONDONDERRY NH)
NH
02/21/2012 - 01/28/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
IN
12/19/2008 - 01/28/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 04/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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