Unclaimed
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.
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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2
AZ
06/20/2022 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
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
Active
Inactive
F
FINRA
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