Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Aldape is an investment advisor representative associated with Cetera Investment Advisers LLC. She has been in the financial services industry since January 30, 2012. Vanessa holds the Series 63, Series 65 and Series 7 licenses. She also has the Securities Industry Essentials Examination. Vanessa is registered to provide investment advisory services in Illinois and Indiana. Her prior experience includes roles with firms such as LPL Financial LLC, MSI Financial Services, Inc., Waddell & Reed, and Metlife Securities Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
IL
11/04/2016 - 03/21/2019
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
06/15/2015 - 11/10/2016
MSI FINANCIAL SERVICES, INC. (ORLAND PARK IL)
IL
03/25/2013 - 06/24/2015
WADDELL & REED (ORLAND PARK IL)
IL
01/20/2012 - 03/13/2013
METLIFE SECURITIES INC. (ORLAND PARK IL)
IA
Issued 06/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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