Best Investors Account Sign in
Inactive

Leslie Shannon Mcdonald

On Investment Management Co

Cincinnati, OH

Claim This Profile
Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-18
  • OH RA
    APPROVED
    Since 2024-07-18

Branch Locations

One Financial Way, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Covington KY 06/2012 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2019
Cincinnati Children's Hospital Medical Cincinnati OH 01/2023 04/2023
Lowe's Cincinnati OH 05/2023 01/2024
Aquarius Professional Staffing Cincinnati OH 05/2024 Present
Retired Cincinnati OH 01/2022 12/2022
Fidelity Brokerage Services Llc Covington KY 12/2019 12/2021
Unemployed Cincinnati OH 02/2024 04/2024
  • 06/2012 → 07/2018
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 12/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2023 → 04/2023
    Cincinnati Children's Hospital Medical
    Cincinnati, OH
  • 05/2023 → 01/2024
    Lowe's
    Cincinnati, OH
  • 05/2024 → Present
    Aquarius Professional Staffing
    Cincinnati, OH
  • 01/2022 → 12/2022
    Retired
    Cincinnati, OH
  • 12/2019 → 12/2021
    Fidelity Brokerage Services Llc
    Covington, KY
  • 02/2024 → 04/2024
    Unemployed
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-10
S63 Uniform Securities Agent State Law Examination 1995-12-12
  • S66 Uniform Combined State Law Examination
    2010-09-10
  • S63 Uniform Securities Agent State Law Examination
    1995-12-12
Other Names
  • Leslie Mcdonald
  • Leslie Shannon Mcdonald
  • Leslie Mcdonaldlloyd
  • Leslie Lloyd
  • Leslie Lloyd
  • Leslie Mcdonald
  • Leslie S Mcdonald

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor