Unclaimed
Kathleen O'Donovan is a registered representative with Vanguard Marketing Corp. in Malvern, PA. Kathleen has been in the securities industry since August 4, 2009. Kathleen has a Series 6, 7, 24, 26, and 63 license. Kathleen is licensed in Pennsylvania. Kathleen previously worked at LINCOLN FINANCIAL DISTRIBUTORS, INC.
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
12/07/2016 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
06/24/2010 - 10/27/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
05/13/2008 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 05/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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