Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerod? Claim Your ProfileJerod Alexander MacKo is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jerod has been in the financial services industry since 2005. Jerod's previous experience includes positions with Wells Fargo Clearing Services, LLC, E*TRADE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jerod holds a Series 6, 7, 24 and 66 license. Jerod's office is located in Syracuse, NY. Jerod specializes in providing investment advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
11/29/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SYRACUSE NY)
NY
08/13/2008 - 10/07/2021
WELLS FARGO CLEARING SERVICES, LLC (DEWITT NY)
CA
11/07/2007 - 07/02/2008
E*TRADE SECURITIES LLC (TORRENCE CA)
NY
12/20/2006 - 10/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
06/21/2005 - 10/17/2006
METLIFE SECURITIES INC. (SYRACUSE NY)
NY
06/21/2005 - 10/17/2006
METROPOLITAN LIFE INSURANCE COMPANY (SYRACUSE NY)
BOTH
Issued 03/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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