Unclaimed
Luis Antonio Crespo is a financial advisor with Vanguard Marketing Corp. Luis has been in the industry since August 8, 2022 and is currently registered with the state of Pennsylvania. Luis holds Series 63, Series 6TO and SIE licenses. Luis is committed to providing clients with personalized financial advice and guidance to help them 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.
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
08/09/2022 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 08/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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