Unclaimed
Kassi Stengel-moore is a financial advisor with Vanguard Marketing Corp., a firm based in Scottsdale, Arizona. Kassi has been a registered financial advisor since January 3, 2018, and has a strong track record of success in the industry. Kassi holds a Series 6 and Series 63 license and has successfully passed the SIE Exam. Kassi is licensed to provide investment advice in 53 states and the District of Columbia.
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
01/03/2018 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
10/11/2010 - 02/26/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 01/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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