Unclaimed
Jamie Lynn Khatri is a financial advisor with Vanguard Marketing Corp. Jamie has been in the industry since August 2020. Jamie is licensed to provide financial services in Pennsylvania and New Jersey. Jamie's primary business office is located at 100 Vanguard Blvd in Malvern, Pennsylvania.
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
08/13/2020 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jamie Khatri is the right advisor for you? Invested Better is here to help.