Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Proctor-wilson is a financial advisor with Vanguard Marketing Corp. located in Charlotte, NC. Stephanie has been in the industry since October 17, 2005. Stephanie is registered with the state of North Carolina and holds Series 6, 7 and 63 licenses along with the SIE exam. Stephanie is registered in 53 states and territories and has been working with Vanguard Marketing Corp. since October 17, 2005.
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.
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NC
10/17/2005 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 10/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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