Unclaimed
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.
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
11/21/2017 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
03/28/2006 - 02/03/2009
VANGUARD MARKETING CORPORATION (MALVERN PA)
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
Active
Inactive
F
FINRA
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