Unclaimed
Jonathan C Woerner is a financial advisor with Vanguard Marketing Corp. Jonathan has been in the financial services industry since 2008. Jonathan is a registered representative in 53 states and holds a Series 7 and Series 63 license.
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
AZ
11/05/2008 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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