Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Wallace is a registered representative with Vanguard Marketing Corp., with a registration date of 8/6/2004. Kristin has been in the financial industry since 2003. Kristin is licensed in Pennsylvania.
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
08/06/2004 - Present
Vanguard Marketing Corp. (MALVERN PA)
NY
12/16/2002 - 02/13/2004
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristin Wallace is the right advisor for you? Invested Better is here to help.
