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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley MacDonald is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc., in California and Texas. Wesley has been working in the financial industry since April 2016, providing investment advice to a diverse client base including high-net-worth individuals, corporations, and pension plans. Before joining Merrill Lynch, Wesley has experience at UBS Financial Services, Inc. and NYLIFE Securities LLC. Wesley earned licenses including Series 6, 7, 66, and SIE.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
04/11/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SACRAMENTO CA)
CA
04/27/2021 - 03/31/2023
UBS FINANCIAL SERVICES INC. (SACRAMENTO CA)
CA
08/02/2019 - 04/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
04/04/2016 - 07/28/2016
NYLIFE SECURITIES LLC (STOCKTON CA)
CA
11/25/2015 - 12/03/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
BOTH
Issued 09/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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