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Jamie Lynn Khatri

Vanguard Marketing Corp.

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About Jamie Lynn Khatri

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.

Firm Information

Jamie Khatri 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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Jamie Khatri’s Registration & Firm History

PA

08/13/2020 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Lynn Khatri.
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