Unclaimed
David Zimmerman is a registered representative with Vanguard Marketing Corp., a firm located in Malvern, Pennsylvania. David is a Series 6, 7, and 63 licensed professional. David is currently active in the securities industry. David has been in the securities industry since May 16, 2017. David's primary office is located at 100 Vanguard Blvd. in Malvern, Pennsylvania.
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
PA
05/17/2017 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 05/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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