Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mark McDonald is a registered representative with Raymond James Financial Services Advisors, Inc. based in APPLE VALLEY, MN. Thomas has been in the securities industry since 1979 and has been with Raymond James Financial Services Advisors, Inc. since 2013. Prior to this, Thomas was a registered representative with PAINEWEBBER INCORPORATED and PAINE, WEBBER, JACKSON & CURTIS INCORPORATED. Thomas is licensed to conduct securities business in Arizona, California, Kansas, Maryland, Massachusetts, Minnesota, Nebraska, New Jersey, North Carolina, South Carolina, Texas, and West Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
12/23/2013 - Present
Raymond James Financial Services Advisors, Inc. (APPLE VALLEY MN)
NJ
10/26/1979 - 02/28/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/24/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 05/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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