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Aaron Jeffrey Wagner

Vanguard Marketing Corp.

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About Aaron Jeffrey Wagner

Aaron Wagner is a registered representative with Vanguard Marketing Corp. Aaron has been in the financial services industry since August 3, 2012. Aaron is licensed to sell securities in Pennsylvania. Aaron has passed the Series 6, Series 7, and Series 63 exams.

Firm Information

Aaron Wagner 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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Aaron Wagner’s Registration & Firm History

PA

10/30/2013 - Present

Vanguard Marketing Corp. (MALVERN PA)

PA

08/31/2012 - 09/03/2013

METLIFE SECURITIES INC. (PHILADELPHIA PA)

PA

05/23/2012 - 08/13/2012

LINCOLN INVESTMENT (JENKINTOWN PA)

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Licenses & Designations

IA

Issued 09/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/21/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Jeffrey Wagner.
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