Unclaimed
Gwendolyn Lee Kohlenberg is a registered representative with Vanguard Marketing Corp. in Malvern, PA. Gwendolyn has been in the securities industry since August 19, 2013. Previously, Gwendolyn was a registered representative with NATIONWIDE FUND DISTRIBUTORS LLC, PFPC DISTRIBUTORS, INC. and FPS BROKER SERVICES, INC.
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
07/12/2023 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
12/20/2001 - 12/03/2007
NATIONWIDE FUND DISTRIBUTORS LLC (CONSHOHOCKEN PA)
ME
01/27/1999 - 10/16/2000
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NA
01/04/1999 - 01/26/1999
FIRST DATA DISTRIBUTORS, INC.
PA
11/06/1996 - 12/31/1998
FPS BROKER SERVICES, INC. (KING OF PRUSSIA PA)
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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