Unclaimed
Massandje Williams is a financial advisor at Vanguard Advisers, Inc., located in Malvern, PA. Massandje has been in the financial services industry since 2010 and is registered to provide investment advice in 55 states and jurisdictions. Massandje holds a Series 6, 7, 24, 26, and 63 licenses as well as the SIE designation. Massandje has been an employee of The Vanguard Group, Inc. since 2011 and is a Chartered Financial Analyst.
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
08/24/2022 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
04/13/2010 - 09/16/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
09/09/2005 - 02/03/2006
THE ROCKWELL FINANCIAL GROUP, INC. (HICKSVILLE NY)
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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