Unclaimed
Julia Gregor is a financial professional with over 4 years of experience in the industry. Julia is currently registered with Vanguard Marketing Corp. as a Registered Representative and Principal. Julia holds a Series 63, Series 24, Series 7TO, SIE, and Series 6 license and is registered with the state of Pennsylvania and 53 other states. Julia has a history of working with Vanguard Marketing Corp.
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
PA
03/18/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
02/22/2017 - 07/28/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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