Unclaimed
Landon Ness is a registered representative with Vanguard Advisers, Inc. Landon has been in the industry since July 24, 2023. Landon is registered in 53 states and the District of Columbia. Landon has passed the Series 7TO, Series 63, and SIE exams. Landon is also licensed as an insurance agent and a limited agent for an immediate family member. Landon specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.
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.
1
2
PA
02/06/2025 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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