Unclaimed
Rachel Lynne Coe is a financial professional registered with the state of Pennsylvania. Rachel joined Vanguard Marketing Corp. in October 2021, where she holds the Series 7, Series 63, and Series 24 licenses. Rachel has been in the financial services industry for over two years.
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
10/08/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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