Unclaimed
Marci Koelle Joerz is a financial professional with Vanguard Marketing Corp. Marci has been in the industry since December 21, 2017. Marci is registered to offer securities and investment advice in 53 states. Marci holds the Series 6, Series 7, Series 63, and SIE licenses.
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.
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2
AZ
12/22/2017 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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