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Sakari M McDonald

Forge Securities LLC

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About Sakari M McDonald

Sakari McDonald has been in the financial services industry since 2005. Currently, Sakari McDonald is a registered representative with Forge Securities LLC. Previously, Sakari McDonald worked at several other firms including BUMPED FINANCIAL LLC, WELLS FARGO CLEARING SERVICES, LLC, PARK AVENUE SECURITIES LLC, METLIFE SECURITIES, INC, NEW ENGLAND SECURITIES and RBC CAPITAL MARKETS CORPORATION. Sakari McDonald holds the following FINRA licenses: Series 7, Series 9, Series 10, Series 24, Series 57TO, Series 99TO and SIE. Sakari McDonald is also registered to sell securities in California and New York.

Firm Information

Sakari McDonald is currently registered with Forge Securities LLC. Forge Securities LLC is a Limited Liability Company formed in June 2021. The firm is registered with the SEC and is licensed to operate in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Sakari McDonald’s Registration & Firm History

NY

11/30/2022 - Present

Forge Securities LLC (NEW YORK NY)

GA

04/15/2021 - 11/01/2022

BUMPED FINANCIAL LLC (ALPHARETTA GA)

NY

10/24/2017 - 04/06/2021

WELLS FARGO CLEARING SERVICES, LLC (DEWITT NY)

NY

08/11/2016 - 10/16/2017

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

10/27/2009 - 06/30/2016

METLIFE SECURITIES, INC (SYRACUSE NY)

NY

09/23/2011 - 01/02/2015

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

02/04/2005 - 09/24/2009

RBC CAPITAL MARKETS CORPORATION (DEWITT NY)

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Licenses & Designations

BOTH

Issued 11/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/18/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/29/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 07/31/2021

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sakari M McDonald.
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