Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Gutierrez is a financial advisor with over 20 years of experience in the industry. Vanessa is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in 52 states and 3 jurisdictions. Vanessa has a strong background in investment management and financial planning. Vanessa is also a Series 66 and Series 63 holder. Vanessa is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
NJ
06/08/2023 - Present
Osaic Wealth, Inc. (JERSEY CITY NJ)
AZ
10/31/2005 - 05/15/2012
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
08/25/2003 - 12/08/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
08/25/2003 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
03/09/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 7/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/7/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/8/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/8/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/7/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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