Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Dao is an active investment advisor representative with Schwab Wealth Advisory, Inc., registered in Colorado and Texas. Vanessa has been in the industry since 2021 and is licensed to offer investment advice to both individuals and businesses. Vanessa has a broad range of experience in the financial services industry, including working with clients on financial planning, portfolio management and investment strategies. Vanessa is committed to providing her clients with personalized and comprehensive financial advice to help 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
10/10/2024 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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