Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Santos is a financial professional with experience in the financial services industry. Trisha Santos is registered with Vanguard Marketing Corp., and is licensed to sell securities in Pennsylvania. Trisha Santos has passed the Series 7TO, Series 63 and SIE exams. Trisha Santos has been in the industry since February 14, 2022.
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
02/15/2022 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Trisha Santos is the right advisor for you? Invested Better is here to help.
