Unclaimed
James Diego Martielli is a financial advisor with over 12 years of experience in the industry. James is registered with the state of Pennsylvania. James is associated with Vanguard Marketing Corp.
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
PA
07/22/2010 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 08/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Martielli is the right advisor for you? Invested Better is here to help.