Tucker Mcdonald
President | Private Wealth Advisor | Financial and Investment Advisor at Us Advisory Group
Tucker Mcdonald is a eficient professional, working in North Shore Community College main office of which is in 427. as a Foundation Director from 2019. This expert has earned professional experience in more than five positions at various companies. Tucker Mcdonald went to the Boston College and received education there from 2003 to 2007. This expert has professional qualifications: Series 65 (Investment Adviser Representative) Certified, Series 7 (General Securities Representative) Certified, and Series 6 Certified. Beverly Farms, Massachusetts is the area, where this expert was lastly known to settle. This expert's contacts are accessed through Connexy on demand.
Name variants:
Tucker Mcdonald
Contact Information
Last Update
Jul 7, 2022
Email
tm**@usadvisory.com, tu**@gmail.com, tu**@gmail.com
Location
Beverly Farms, MA
Company
Workplace
Colleagues
Work History
Director
The Essex County Estate Planning Council is a local organization in Essex County, MA of professional estate planners focused on furthering the education of our members and the public in esta...
from Jul 2018
Retirement Plan Specialist | 401 Consolidations Specialist
601 Congress Street Brg, Boston, MA 02210
2010 — 2013
Annuity Sales Team | Client Services Representative
601 Congress Street Brg, Boston, MA 02210
2006 — 2010
President | Private Wealth Advisor | Financial and Investment Advisor at Us Advisory Group
152 Conant St, Beverly, MA 01915
Education
2003 — 2007
1998 — 2002
Occupations
Executive
Chairperson
Advisor
Director
Accountant
Finance and Accounting Specialist
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Independent Financial Advice
Registered Investment Advisor
Retirement Planning
Wealth Management
Investment Advisory
Strategic Financial Planning
Public Speaking
Series 65
Series 7
Financial Advisory
Financial Modeling
Retirement
Investments
Alternative Investments
Research
Mutual Funds
Series 6
Series 63
Customer Relations
Fixed Annuities
Securities
Account Management
Asset Allocation
Bloomberg
Sales
401K
Investment Advisory Services
FAQs about Tucker Mcdonald
What's the profession of Tucker Mcdonald?
This professional's job is President | Private Wealth Advisor | Financial and Investment Advisor at Us Advisory Group
What are the main profession of Tucker Mcdonald?
These person's professions are Executive and Chairperson
Where is Tucker Mcdonald located?
Tucker Mcdonald is currently located in Beverly Farms, Massachusetts.
What is Tucker Mcdonald's email?
The expert's email is tm**@usadvisory.com and tu**@gmail.com.
How many companies did Tucker Mcdonald work at?
Tucker Mcdonald worked at five jobs.
What education does Tucker Mcdonald have?
Tucker studied at the Boston College from 2003 to 2007.
Are there any certifications, that Tucker Mcdonald has?
This expert received the following certifications: Series 65 (Investment Adviser Representative) Certified, Series 7 (General Securities Representative) Certified, and Series 6 Certified.
What is professional industry that Tucker Mcdonald worked in?
Tucker works in Financial Services industry.