Invested Better
Unclaimed

Unclaimed

Unclaimed

Gwendolyn Lee Kohlenberg

Vanguard Marketing Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gwendolyn? Claim Your Profile

About Gwendolyn Lee Kohlenberg

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.

Firm Information

Gwendolyn Kohlenberg 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gwendolyn Kohlenberg’s Registration & Firm History

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)

Not sure if Gwendolyn Lee Kohlenberg is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gwendolyn Lee Kohlenberg.
Not sure if Gwendolyn Lee Kohlenberg is right for you?