Charles Robert Mcdonald

Current Employers

Employment History

• 12/2002 → 03/2023
  Ubs Financial Services Inc.
  Seattle, WA
• 09/2024 → Present
  Central Oregon Community College
  Bend, OR
• 06/2024 → Present
  Cresscila Llc Dba Cresscila Wealth Management
  Bend, OR
• 04/2023 → 05/2024
  Retired
  Bend, OR
• 05/2026 → Present
  New Retirement Advisors, D/B/A Boldin Advisors
  Mill Valley, CA

Previous Registrations

• 2003-01-16 → 2023-05-04
  Ubs Financial Services Inc.
  Seattle, WA
  Seattle, WA
  Seattle, WA

Other Businesses

1) Central Oregon Community College, 2600 N.W. College Way, Bend, OR 97703; Instructor; up to ten hours per week 2) New Retirement Advisors, d/b/a Boldin Advisors; Mill Valley CA 94941; Consultant/Coach; Conducting one-on-one sessions to walk users through how to use the Boldin platform ? Reviewing the inputs and assumptions users have entered into their financial plans for completeness and internal consistency, and explaining how the software models those inputs ? Explaining platform features, functionality, and outputs, including how different inputs affect projected results ? Responding to user questions about how to use the platform and how it works ? Providing feedback to the Company regarding user experience, workflows, and platform functionality Contractor does not provide financial, investment, tax, legal, insurance, or retirement advice, and will not make specific recommendations to users regarding their financial decisions, the purchase or sale of securities or insurance products, or any course of action tailored to their individual circumstances. Where a user's question calls for such advice, Contractor will direct the user to consult an appropriately licensed professional; Provides a website for do-it-yourself financial planning; 05-11-2026; Hours per month during trading hours: 20; Hours per month outside trading hours: 20.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-07

Designations

Other Names

• Charles Mcdonald
• Chuck Mcdonald