Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Bey is a financial advisor with LPL Financial LLC in UPPER ARLINGTON, Ohio. Vanessa has been in the financial services industry since 2004. She specializes in providing a range of financial services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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
OH
06/29/2018 - Present
LPL Financial LLC (UPPER ARLINGTON OH)
OH
02/20/2018 - 07/06/2018
INFINEX INVESTMENTS, INC. (WESTERVILLE OH)
OH
08/04/2017 - 02/16/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
CT
09/15/2004 - 10/20/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IN
03/09/2004 - 09/15/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/09/2004 - 09/15/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
07/10/2001 - 01/29/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/02/2000 - 07/24/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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