Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Kalba soncini is a financial professional with over 7 years of experience in the industry. Heather is currently registered with Vanguard Marketing Corp. in Arizona. Heather holds a Series 63, Series 6, Series 7 and SIE licenses, which allow them to provide a wide range of financial services.
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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AZ
10/05/2022 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
03/09/2016 - 11/06/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 04/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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