Unclaimed
Shawn McDonald is a registered representative with Nationwide Investment Services Corp. and has been in the industry since July 20, 2018. Shawn has passed the Series 63, Series 6 and SIE exams. Shawn is registered in Pennsylvania. Shawn was previously employed by Vanguard Marketing Corporation, Wells Fargo Clearing Services, LLC and Citizens Securities, Inc.
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
OH
08/16/2022 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
PA
07/20/2021 - 11/15/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
11/01/2019 - 12/08/2020
WELLS FARGO CLEARING SERVICES, LLC (ARDMORE PA)
PA
02/18/2017 - 10/09/2019
CITIZENS SECURITIES, INC. (HORSHAM PA)
BC
Issued 06/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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