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Jaime Lee Gold

Vanguard Marketing Corp.

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About Jaime Lee Gold

Jaime Lee Gold is a financial professional licensed in 53 states and the District of Columbia. Jaime is registered with Vanguard Marketing Corp. and holds Series 7TO, Series 63, and SIE licenses. Jaime has been in the securities industry for 1 year. Jaime's current location is 2525 WATER RIDGE PARKWAY, 1 NORTH FALLS PLAZA, STE 100, CHARLOTTE, NC 28217.

Firm Information

Jaime Gold 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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Jaime Gold’s Registration & Firm History

NC

11/15/2023 - Present

Vanguard Marketing Corp. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 12/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime Lee Gold.
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