Unclaimed
Mac Dillon Goldman is a financial professional with over ten years of experience in the financial services industry. Mac is currently registered with National Financial Services LLC, which is a broker-dealer with an active Broker-Dealer scope and an inactive Investment Advisor scope. Mac is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 99 (Operations Professional Examination) and the Securities Industry Essentials (SIE) Examination.
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.
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2
RI
09/11/2012 - Present
National Financial Services LLC (SMITHFIELD RI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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