Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Carter-witt is a financial advisor registered with RWA Wealth Partners. Vanessa is a Certified Financial Planner with over 8 years of experience in the financial services industry. Vanessa is active 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
07/17/2024 - Present
RWA Wealth Partners (NEWTON MA)
OH
08/04/2015 - 07/24/2017
MID ATLANTIC CAPITAL CORPORATION (DUBLIN OH)
IA
Issued 06/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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