Unclaimed Profile

Margaret Goodwin Mcdonald

GLOBAL PORTFOLIO STRATEGIES, INC.·HARTFORD, Connecticut

Clean recordGLOBAL PORTFOLIO STRATEGIES, INC.

C/O PRUDENTIAL FINANCIAL, HARTFORD, CT 06103CRD# 6370244Firm CRD# 105812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret Goodwin Mcdonald · HARTFORD, CT

Registration

CRD #6370244 · GLOBAL PORTFOLIO STRATEGIES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Margaret Goodwin Mcdonald is a registered financial advisor based in HARTFORD, Connecticut, affiliated with GLOBAL PORTFOLIO STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

GLOBAL PORTFOLIO STRATEGIES, INC.

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GLOBAL PORTFOLIO STRATEGIES, INC. →

Services

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6370244

Firm CRD# 105812

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Frequently Asked Questions

What services does Margaret Goodwin Mcdonald offer?

Margaret Goodwin Mcdonald specializes in Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.

What are Margaret Goodwin Mcdonald's credentials?

Margaret Goodwin Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret Goodwin Mcdonald located?

Margaret Goodwin Mcdonald is based in HARTFORD, Connecticut, working with GLOBAL PORTFOLIO STRATEGIES, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.

How does Margaret Goodwin Mcdonald charge for services?

Margaret Goodwin Mcdonald's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL PORTFOLIO STRATEGIES, INC.?

GLOBAL PORTFOLIO STRATEGIES, INC. has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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