Unclaimed
Andrea Dalton has been a registered investment advisor for over 20 years. Andrea holds Series 6, 7 and 63 licenses, and the SIE exam. Andrea works as a registered representative of Vanguard Marketing Corp. and is based out of Malvern, PA.
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
08/23/1999 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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