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Elizabeth Helen Otterbein

Vanguard Marketing Corp.

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About Elizabeth Helen Otterbein

Elizabeth Otterbein is a financial advisor with Vanguard Marketing Corp. Elizabeth has been in the industry since August 27, 2019. Elizabeth is registered with the state of Pennsylvania. Elizabeth holds the Series 6TO, Series 63, and SIE licenses.

Firm Information

Elizabeth Otterbein 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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Elizabeth Otterbein’s Registration & Firm History

PA

08/28/2019 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

BC

Issued 09/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2019

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

BC

Issued 08/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Helen Otterbein.
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