Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Schwartz is a financial advisor with Vanguard Marketing Corp. Jeffrey holds the Series 7, Series 24, and Series 63 licenses. Jeffrey has been in the financial industry since April 23, 2017. Jeffrey is currently registered in 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
04/24/2017 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 05/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Schwartz is the right advisor for you? Invested Better is here to help.
