Unclaimed
Ida Kattan is a registered representative with Vanguard Marketing Corp. in Scottsdale, Arizona. Ida has been in the securities industry since 2013. Ida holds Series 6, 7TO, 26, and 63 licenses. Ida is registered in Arizona and Pennsylvania. Ida has previous experience with PFS INVESTMENTS INC. in Humble, Texas.
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
AZ
09/05/2019 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
TX
03/13/2013 - 09/27/2017
PFS INVESTMENTS INC. (HUMBLE TX)
BC
Issued 04/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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