Unclaimed
Thomas Patrick McDonald is a financial professional with over 25 years of experience in the financial services industry. Thomas is currently registered with Vanguard Marketing Corp. in Malvern, PA. His professional qualifications include the Series 6, 7, and 63 licenses as well as the SIE exam. Thomas has a strong background in providing investment advice and guidance to clients.
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
PA
03/12/1997 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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