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KATIE ANNE MACDONALD
KATIE ANNE MCDONALD, KATIE MCDONALD
CRD#: 4836269
IA
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MACDONALD WEALTH MANAGEMENT, LLCCRD#: 300063 200 CHAUNCY STREET
SUITE 210
MANSFIELD, MA 02048
SUITE 210
MANSFIELD, MA 02048
0
Disclosures
16
Years of Experience
View By:
State Registrations
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Massachusetts 7/25/2019
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Registered with this firm since 7/25/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/25/2016 - 08/13/2019 | DEDHAM, MA | |
IA | 08/21/2014 - 05/19/2016 | DEDHAM, MA | |
B | 07/18/2014 - 05/17/2016 | DEDHAM, MA | |
B | 12/06/2011 - 07/31/2014 | HOPKINTON, MA | |
B | 05/19/2010 - 11/17/2011 | AUBURNDALE, MA | |
IA | 09/18/2009 - 05/20/2010 | MARLBOROUGH, MA | |
B | 09/16/2009 - 05/20/2010 | MARLBOROUGH, MA | |
B | 04/24/2009 - 07/14/2009 | MARLBOROUGH, MA | |
IA | 12/19/2008 - 03/27/2009 | BOSTON, MA | |
B | 08/15/2008 - 03/27/2009 | BOSTON, MA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.