Unclaimed
Letitia Tyler Kennedy is a financial advisor at Vanguard Advisers, Inc. Letitia has over 16 years of experience in the financial services industry. Letitia is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer investment advice in Pennsylvania and Texas. Letitia is also registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR). Letitia has a Series 6, 7, 24, 63, and 66 licenses. Letitia's previous experience includes a role at Vanguard Marketing Corporation, where she provided investment advice to individuals and families. Letitia is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Letitia specializes in providing financial advice to individuals, families, businesses, and charitable organizations. Letitia is a dedicated professional with a passion for helping her clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
05/20/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
01/18/2006 - 05/13/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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