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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert MacDonald is an investment advisor representative with McAdam LLC and has been in the industry since August 2016. McAdam LLC has offices in Philadelphia, PA and Singer Island, FL. Joseph is licensed to provide investment advice in Florida, Maine, Massachusetts, Minnesota, New Hampshire, New York, North Carolina, and Rhode Island. Joseph has passed the Series 6, Series 63, Series 65 and SIE exams. Joseph's experience includes working at Middlebury College, McAdam LLC, Purshe Kaplan Sterling Investments, WLVB Boston, Breaking the Barnes Inc., and Madison Avenue Securities. Joseph specializes in financial planning, selection of other advisers, and portfolio management for businesses and individuals. The firm provides a range of financial services including financial planning, portfolio management, and selection of other advisers. The firm manages assets for a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/14/2023 - Present
McAdam LLC (PHILADELPHIA PA)
IA
Issued 12/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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