Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles MacAulay is a financial advisor registered with Jmac Enterprises LLC and has been in the financial services industry since 1989. Robert Charles MacAulay offers financial planning, pension consulting and selection of other advisers to his clients. The firm, Jmac Enterprises LLC, is located in Newtown, Pennsylvania and has offices in Newtown, Pennsylvania. Robert Charles MacAulay is a Certified Financial Planner and has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63).
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.
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PA
03/08/2021 - Present
Jmac Enterprises LLC (NEWTOWN PA)
PA
03/23/2018 - 04/29/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWTOWN PA)
PA
07/01/2003 - 03/23/2018
WELLS FARGO CLEARING SERVICES, LLC (YARDLEY PA)
NY
05/11/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
10/01/1999 - 05/21/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/12/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
07/31/1993 - 09/29/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
06/24/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/23/1989 - 06/23/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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