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Trevor James Klenda

Vanguard Marketing Corp.

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About Trevor James Klenda

Trevor Klenda is a financial advisor with Vanguard Marketing Corp.. Trevor is a Series 6, 7, 52, and 63 licensed financial professional. Trevor has been working in the financial industry since 2006 and has extensive experience in providing investment advice. Trevor holds a Series 6, 7, and 52 securities license as well as a Series 63 license and is registered in 53 states. Trevor is dedicated to helping clients reach their financial goals through customized investment strategies.

Firm Information

Trevor Klenda 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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Trevor Klenda’s Registration & Firm History

PA

11/21/2017 - Present

Vanguard Marketing Corp. (MALVERN PA)

PA

03/28/2006 - 02/03/2009

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 12/05/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2017

Series 52 - Municipal Securities Representative Examination

BC

Issued 11/21/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/27/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor James Klenda.
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