Unclaimed
Jerome Allan MacDonald is a financial advisor with over 20 years of experience in the industry. Currently, Jerome is registered with Foreside Fund Services, LLC, a firm based in Bryn Mawr, Pennsylvania. Jerome has a wide range of experience in the financial services industry, having worked for several firms including Brown Brothers Harriman & Co., SEI Investments Distribution Co., and Investor Force Securities, Inc. Jerome holds multiple licenses and certifications, including Series 63, Series 65, Series 7, and SIE.
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
03/09/2011 - Present
Foreside Fund Services, LLC (Bryn Mawr PA)
PA
03/03/2009 - 02/22/2011
BROWN BROTHERS HARRIMAN & CO. (PHILADELPHIA PA)
PA
12/14/2006 - 04/08/2008
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
02/12/2004 - 10/30/2006
INVESTOR FORCE SECURITIES, INC. (WAYNE PA)
PA
04/23/2001 - 08/05/2003
INVESTOR FORCE SECURITIES, INC. (WAYNE PA)
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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