Unclaimed
Chantel Brianne Reeves is an investment advisor representative with Vanguard Advisers, Inc. Chantel has been in the industry for 2 years, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Chantel holds a Series 7TO, Series 66 and SIE licenses. Prior to joining Vanguard Advisers, Inc. Chantel worked at Ameriprise Financial Services, LLC. Chantel specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and the selection of other advisors. Chantel has a proven track record of success in the financial services industry.
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
AZ
02/08/2022 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
NV
08/19/2021 - 11/08/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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