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Cherlynne E Newman

Vanguard Marketing Corp.

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About Cherlynne E Newman

Cherlynne Newman is a financial professional who has been working in the financial services industry since 2004. Cherlynne is currently registered with Vanguard Marketing Corp. in Pennsylvania. Cherlynne holds Series 6, Series 63 and Series 6TO licenses. Cherlynne previously worked at PFS INVESTMENTS INC. in Duluth, Georgia.

Firm Information

Cherlynne Newman 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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Cherlynne Newman’s Registration & Firm History

PA

06/16/2021 - Present

Vanguard Marketing Corp. (MALVERN PA)

GA

01/22/2004 - 09/05/2006

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 06/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/01/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Cherlynne E Newman. Review regulatory record here.
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