Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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