Unclaimed
James MacDonald is a financial professional with experience in the financial services industry. James has passed the Series 7TO, Series 63, and SIE exams. James is currently registered with Vanguard Marketing Corp. and is licensed in 53 states. James has been in the industry for 1 day.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
PA
04/22/2024 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 05/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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