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Caitlin Irene Petack

Vanguard Marketing Corp.

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About Caitlin Irene Petack

Caitlin Irene Petack is a registered representative associated with Vanguard Marketing Corp. Caitlin Petack is licensed in Pennsylvania. Caitlin Irene Petack passed the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE) and Uniform Securities Agent State Law Examination (Series 63). Caitlin Irene Petack joined Vanguard Marketing Corp. in September 2020.

Firm Information

Caitlin Petack 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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Caitlin Petack’s Registration & Firm History

PA

09/01/2020 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

BC

Issued 09/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caitlin Irene Petack.
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