Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernell? Claim Your ProfileVernell Carmella Peter-koyi is a financial advisor registered with the state of Pennsylvania and Texas. Vernell has been a registered representative in the securities industry since 2013, and is currently employed by Vanguard Advisers, Inc. Vernell has passed the Series 6, 7, and SIE examinations, and holds a Certified Financial Planner designation. Vernell has experience working with individuals, businesses, high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles. Vernell provides portfolio management, financial planning, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
05/15/2018 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
04/22/2013 - 04/18/2018
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
BC
Issued 07/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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