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Thomas Patrick McDonald

Vanguard Marketing Corp.

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About Thomas Patrick McDonald

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.

Firm Information

Thomas McDonald is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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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Thomas McDonald’s Registration & Firm History

PA

03/12/1997 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Patrick McDonald.
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