Unclaimed
Shelly Anne Wilson is a registered representative with Vanguard Marketing Corp., a firm located in Scottsdale, Arizona. Shelly has been in the financial services industry since 1999 and holds the Series 6, 7, and 63 licenses. Shelly's professional experience includes expertise in investment company products, variable contracts, and general securities. Shelly is registered in Arizona and 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
AZ
07/12/1999 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
BC
Issued 07/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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