Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalini? Claim Your ProfileShalini Smitha Walling is a financial professional with over six years of experience in the industry. Shalini is currently registered with Vanguard Marketing Corp. and holds Series 7, 24, 50, 51, 54, and 63 securities licenses. Shalini is a licensed advisor in Pennsylvania.
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
09/12/2023 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 01/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/04/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2023
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 09/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2023
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
F
FINRA
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