Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preety? Claim Your ProfilePreety Sharma is a financial advisor with Vanguard Marketing Corp. She has been working in the financial industry for 1 year and holds Series 7TO, SIE and Series 63 licenses. Preety is registered with the state of Pennsylvania. Preety is currently employed with Vanguard Marketing Corp. in Malvern, PA.
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
09/22/2022 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 11/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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