Unclaimed
Jeffrey Freeman is a registered representative with Vanguard Marketing Corp. Jeffrey has been in the industry since November 25, 2003. Jeffrey holds Series 6, 7, and 63 licenses, as well as the SIE exam. Jeffrey is licensed in 53 states and is registered with FINRA. Jeffrey's office is located 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.
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2
PA
11/25/2003 - Present
Vanguard Marketing Corp. (MALVERN PA)
IA
Issued 09/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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