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Jacqueline Trell Zelenko

Vanguard Marketing Corp.

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About Jacqueline Trell Zelenko

Jacqueline Trell Zelenko is a financial professional with over 27 years of experience in the industry. Jacqueline is currently registered with Vanguard Marketing Corp. as a broker and is licensed in all 50 states. She is a seasoned professional with a background in the securities industry. Previously, Jacqueline was registered with CHARLES SCHWAB & CO., INC. and CALVERT INVESTMENT DISTRIBUTORS, INC.. Jacqueline is a well-respected financial advisor with a strong track record of success.

Firm Information

Jacqueline Zelenko 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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Jacqueline Zelenko’s Registration & Firm History

PA

01/06/2023 - Present

Vanguard Marketing Corp. (MALVERN PA)

NY

07/13/2016 - 02/08/2022

CHARLES SCHWAB & CO., INC. (New York City NY)

MD

08/08/1995 - 12/31/2015

CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)

NA

09/13/1991 - 06/18/1992

COLONIAL INVESTMENT SERVICES

NA

02/02/1990 - 08/16/1990

COLONIAL INVESTMENT SERVICES

NA

01/01/1990 - 02/02/1990

COLONIAL INVESTMENT SERVICES, INC.

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Licenses & Designations

BOTH

Issued 01/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1995

Series 7 - General Securities Representative Examination

BC

Issued 08/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Trell Zelenko.
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