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Shiney George Jolly

Vanguard Marketing Corp.

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About Shiney George Jolly

Shiney Jolly is a registered representative with Vanguard Marketing Corp. Shiney has been in the industry since February 15, 2023. Shiney is registered in 53 states and the District of Columbia. Prior to working at Vanguard Marketing Corp., Shiney worked at CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC.. Shiney holds Series 7TO, Series 63 and SIE licenses.

Firm Information

Shiney Jolly 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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Shiney Jolly’s Registration & Firm History

TX

07/31/2024 - Present

Vanguard Marketing Corp. (Plano TX)

TX

09/01/2023 - 07/01/2024

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

01/18/2023 - 09/01/2023

TD AMERITRADE, INC. (Westlake TX)

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Licenses & Designations

BC

Issued 02/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shiney George Jolly.
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