Unclaimed
Jennifer Portilla is a registered representative with Vanguard Marketing Corp. Jennifer has been in the securities industry since 2016 and is currently registered in 53 states. Jennifer holds Series 7, Series 24 and Series 63 securities licenses. Jennifer also holds the SIE exam.
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
NC
06/27/2016 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 07/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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