Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Powell McGrath is a registered investment advisor representative with Vanguard Advisers, Inc. Jacqueline has been in the industry since 2005. Jacqueline has a Series 6, 7, 24, 63, and 66 license. Jacqueline has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. Jacqueline's current firm, Vanguard Advisers, Inc., has offices in Malvern, PA. Jacqueline has a background in financial planning, portfolio management, and selection of other advisors. Jacqueline is also registered as an investment advisor representative in Delaware, North Carolina, Pennsylvania, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/06/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
06/22/2005 - 04/30/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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