Unclaimed
Stephanie Kline is a financial professional with over 20 years of experience in the industry. Stephanie is currently registered with Vanguard Marketing Corp. and is licensed to conduct business in Pennsylvania. Stephanie has passed the Series 6, Series 63 and SIE exams. Stephanie is committed to providing her clients with the highest level of personalized service.
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
07/24/2002 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 07/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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