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Nayelly Lizbeth Montalvo

Vanguard Marketing Corp.

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About Nayelly Lizbeth Montalvo

Nayelly Lizbeth Montalvo is a registered representative with Vanguard Marketing Corp. in Scottsdale, Arizona. Nayelly holds the Series 63, Series 6TO and SIE licenses. Nayelly has been in the industry since August 2022.

Firm Information

Nayelly Montalvo is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Nayelly Montalvo’s Registration & Firm History

AZ

08/30/2022 - Present

Vanguard Marketing Corp. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 07/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nayelly Lizbeth Montalvo.
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