Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Cruger White is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Vanessa has held several previous roles with firms such as MORGAN KEEGAN & COMPANY, INC. and DEUTSCHE BANK SECURITIES INC., gaining valuable experience in a variety of financial markets. Vanessa is licensed to provide investment advice in Tennessee.
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.
Please see note in schedule d - miscellaneous
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.
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2
TN
02/13/2013 - Present
Raymond James & Associates, Inc. (KNOXVILLE TN)
TN
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
TN
07/21/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (KNOXVILLE TN)
MA
10/30/2003 - 07/21/2006
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
CA
10/13/1999 - 11/13/2001
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
MO
06/07/1999 - 10/06/1999
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NJ
05/19/1997 - 06/11/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/19/1996 - 03/11/1997
ROBB PECK MCCOOEY CLEARING CORPORATION (NEW YORK NY)
NY
01/29/1996 - 08/19/1996
NEUBERGER & BERMAN (NEW YORK NY)
BC
Issued 03/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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