Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Peter Kowalski is a financial advisor with Vanguard Marketing Corp. located in Scottsdale, Arizona. Jeffrey has been in the industry since 2013 and is registered with FINRA and licensed in 53 states. Jeffrey specializes in providing investment advice and financial planning services to individuals and families. Jeffrey holds the Series 7TO, SIE, and Series 6 licenses.
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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AZ
04/08/2024 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
05/09/2013 - 10/31/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 04/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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