Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Elisheba Katz is a financial advisor with Vanguard Marketing Corp. Rebecca has been in the financial services industry since July 4, 2004. She is licensed to provide investment advice in Delaware and Pennsylvania. Rebecca holds the Series 6, Series 7, Series 26, and Series 63 licenses. She is also a registered representative of Vanguard Marketing Corp.
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.
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2
PA
01/29/2013 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
11/27/1996 - 06/22/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 02/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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