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Robbie Heng Luo

Vanguard Marketing Corp.

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About Robbie Heng Luo

Robbie Heng Luo is a financial professional with a background in securities and investments. Robbie holds the Series 7TO, Series 63, and SIE licenses. Robbie joined Vanguard Marketing Corp. in 2023 and has a strong track record of providing clients with personalized financial guidance. With over 50 state registrations, Robbie is committed to delivering exceptional service to clients across the country.

Firm Information

Robbie Luo 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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Robbie Luo’s Registration & Firm History

TX

10/03/2023 - Present

Vanguard Marketing Corp. (Plano TX)

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Licenses & Designations

BC

Issued 10/20/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robbie Heng Luo.
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