Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lanza is a financial professional who has been in the industry since 2020. David is currently registered with Vanguard Marketing Corp. as a Registered Representative in Connecticut and Pennsylvania. David has passed the Series 6TO, Series 63 and the SIE exams.
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
11/30/2020 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 12/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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