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Karen Marie Luevanos

Vanguard Marketing Corp.

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About Karen Marie Luevanos

Karen Luevanos is a registered representative with Vanguard Marketing Corp. based in Scottsdale, Arizona. Karen has been in the industry since October 2005 and holds the Series 6, 7, 63, and SIE licenses. Karen is licensed in Arizona. Previously, Karen was a registered representative with CUNA BROKERAGE SERVICES, INC. in Phoenix, Arizona.

Firm Information

Karen Luevanos 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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Karen Luevanos’s Registration & Firm History

AZ

11/30/2010 - Present

Vanguard Marketing Corp. (SCOTTSDALE AZ)

AZ

10/20/2005 - 11/19/2010

CUNA BROKERAGE SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 04/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Marie Luevanos.
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