Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McDonald is a financial advisor who has been in the industry since 1973. McDonald is currently registered with McDonald Partners LLC in Cleveland, OH. McDonald has experience working at a variety of financial firms, including Stifel, Nicolaus & Company, Incorporated and Merrill Lynch. McDonald is a Series 7, 24, 63 and 66 licensed advisor and has expertise in providing financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/07/2005 - Present
McDonald Partners LLC (CLEVELAND OH)
IL
04/02/2003 - 01/20/2006
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
MO
03/14/2003 - 04/02/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
10/09/1991 - 03/14/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
09/04/1990 - 09/27/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
03/03/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
02/15/1988 - 04/09/1988
SHEARSON LEHMAN HUTTON INC.
NA
07/27/1973 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
09/26/1978 - 04/16/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/03/1973 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1980
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/1978
Series 40 - Registered Principal Examination
BC
Issued 07/13/1978
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 07/27/1973
Series 000 - General Securities Principal Examination
BC
Issued 06/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas McDonald is the right advisor for you? Invested Better is here to help.
