Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylie? Claim Your ProfileKaylie Marie Rafferty is a registered representative with Vanguard Marketing Corp. in Malvern, Pennsylvania. Kaylie has been in the industry since November 2017. She holds the Series 7, 63, and 66 securities licenses, as well as the SIE exam. Kaylie is also a Series 24 principal registered with the firm.
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
11/07/2017 - Present
Vanguard Marketing Corp. (MALVERN PA)
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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