Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Altom is a financial advisor with Principal Securities, Inc. Vanessa has been in the financial services industry since 2000. Vanessa holds Series 7, Series 63, Series 65, and Series 66 licenses. Vanessa specializes in providing financial planning, portfolio management, and pension consulting services to individuals and corporations. Vanessa has worked for several firms throughout her career, including Dorsey & Company, Inc., Delta Trust Investments, Inc., and Morgan Keegan & Company, Inc. Vanessa's prior experience allows her to bring a well-rounded approach to providing financial advice.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
12/26/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
LA
07/19/2018 - 04/01/2019
DORSEY & COMPANY, INC. (NEW ORLEANS LA)
AR
05/14/2001 - 10/24/2001
DELTA TRUST INVESTMENTS, INC. (LITTLE ROCK AR)
TN
05/31/2000 - 05/30/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
WI
01/20/1999 - 05/19/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
05/04/1998 - 12/08/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/04/1998 - 12/08/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/27/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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