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Joseph Patrick Donnelly

Vanguard Marketing Corp.

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About Joseph Patrick Donnelly

Joseph Donnelly is a financial professional registered in 53 states and the District of Columbia. Joseph is currently employed by Vanguard Marketing Corp. and is licensed to offer securities and investment advisory services. Joseph obtained his Series 7TO, Series 63 and SIE licenses. Joseph has over 2 years of experience in the financial services industry.

Firm Information

Joseph Donnelly 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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Joseph Donnelly’s Registration & Firm History

AZ

06/20/2022 - Present

Vanguard Marketing Corp. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 06/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Patrick Donnelly.
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