Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Caughlin is a registered representative with Vanguard Marketing Corp. in Malvern, PA. Kaitlyn has over 15 years of experience in the financial services industry. She is a Series 6, 7, 24 and 63 licensed professional. Kaitlyn also holds the SIE designation. Prior to her current role, Kaitlyn worked for Vanguard Marketing Corporation in Scottsdale, AZ. Kaitlyn's clients include those in Pennsylvania and New Jersey.
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
04/10/2014 - Present
Vanguard Marketing Corp. (MALVERN PA)
AZ
11/13/2007 - 08/05/2010
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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