Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Phillip Meyer is a financial advisor with Vanguard Marketing Corp. James is licensed to sell securities in Pennsylvania. James's experience in the financial industry began in October 2019. James has passed the SIE, Series 6, and Series 7TO exams.
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.
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2
PA
10/29/2019 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 11/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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