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Rachel Lynne Coe

Vanguard Marketing Corp.

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About Rachel Lynne Coe

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.

Firm Information

Rachel Coe 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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Rachel Coe’s Registration & Firm History

PA

10/08/2021 - Present

Vanguard Marketing Corp. (MALVERN PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Lynne Coe.
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