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Harold Heindel Wingerd

Vanguard Marketing Corp.

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About Harold Heindel Wingerd

Harold Heindel Wingerd is a registered investment advisor and securities representative with Vanguard Marketing Corp., based in Malvern, PA. Harold has been in the financial services industry since 1994 and holds the Series 7, Series 24, and Series 63 licenses. Harold is registered to provide investment advice in 53 states.

Firm Information

Harold Wingerd 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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Harold Wingerd’s Registration & Firm History

PA

08/23/1994 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

BC

Issued 11/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold Heindel Wingerd.
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