Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Carla Salazar De Ingardia is a financial advisor in Campbell, California and has been working in the industry since July 1998. Vanessa is registered with Raymond James Financial Services Advisors, Inc. and has previously worked at Raymond James & Associates, Inc., Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Vanessa is a Certified Financial Planner. Vanessa specializes in providing financial planning, investment management, and pension consulting to individuals, businesses, and institutional clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
11/03/2011 - Present
Raymond James Financial Services Advisors, Inc. (Campbell CA)
CA
05/02/2008 - 10/25/2011
RAYMOND JAMES & ASSOCIATES, INC. (SAN JOSE CA)
CA
01/01/2008 - 05/07/2008
WACHOVIA SECURITIES, LLC (SAN JOSE CA)
CA
07/16/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JOSE CA)
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vanessa De ingardia is the right advisor for you? Invested Better is here to help.
