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Jennifer Wei Charmley

Vanguard Marketing Corp.

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About Jennifer Wei Charmley

Jennifer Charmley is a financial advisor with Vanguard Marketing Corp. Jennifer is registered with FINRA and the states of Pennsylvania and Washington. Jennifer holds the Series 7TO, Series 63, and SIE licenses. Jennifer has been in the financial industry since 2019.

Firm Information

Jennifer Charmley 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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Jennifer Charmley’s Registration & Firm History

PA

09/10/2019 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

BC

Issued 08/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Wei Charmley.
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