Unclaimed
Rachel Stanley is a financial advisor with over 7 years of experience in the financial services industry. Rachel is currently registered with Vanguard Marketing Corp. in Charlotte, North Carolina. Rachel holds the Series 7 and Series 63 licenses and the SIE exam. Rachel is also registered with the state of North Carolina.
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
NC
07/06/2015 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 07/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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