Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you L? Claim Your ProfileL Connor Robert MacAulay is an Investment Advisor Representative with Jmac Enterprises LLC. L has experience as a Financial Advisor and has a Series 7TO and SIE, as well as a Series 65. L previously worked for Wells Fargo Advisors Financial Network, LLC.
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.
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.
1
2
PA
07/01/2021 - Present
Jmac Enterprises LLC (NEWTOWN PA)
PA
10/28/2020 - 04/29/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWTOWN PA)
IA
Issued 07/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure L MacAulay is the right advisor for you? Invested Better is here to help.
