Unclaimed
Alfreda Taylor has been a registered representative for over 17 years, and currently holds her Series 6, 7, 24, and 63 licenses. Alfreda is registered with Vanguard Marketing Corp. in North Carolina. She has been with Vanguard Marketing Corp. since August 5, 2005. Alfreda's prior work experience includes roles with other financial institutions. She is committed to providing personalized financial advice and working with clients to reach their goals.
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
NC
08/05/2005 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 08/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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