Unclaimed
Julia Simonetti is a financial advisor with Vanguard Marketing Corp., a firm that is not registered with the SEC. Julia has been in the industry since 2016, and has been registered with the state of Pennsylvania since August 2016. Julia is also registered in Massachusetts and New Hampshire. Julia holds Series 63, Series 7 and SIE licenses.
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
PA
08/01/2016 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 08/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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