Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Pearson is a financial advisor who has been in the industry for over 20 years. Vanessa currently works at Integrated Wealth Concepts LLC and has been with the firm since 2023. Prior to joining Integrated Wealth Concepts LLC, Vanessa worked at Morgan Stanley, Citigroup Global Markets Inc., Salomon Smith Barney Inc., and Sanford C. Bernstein & Co., Inc. Vanessa is registered in California as an Investment Advisor Representative (IAR) and has passed both the Series 7 and Series 66 exams. In addition to working with clients through Integrated Wealth Concepts LLC, Vanessa also runs a financial coaching and money relationship education business called Pearson Advisory Services, LLC. Vanessa also serves as the Board Treasurer for Viet-CARE, a 501c3 non-profit organization whose mission is to provide education and outreach for Vietnamese community members struggling with mental illness and behavioral health challenges.
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.
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.
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CA
02/01/2023 - Present
Integrated Wealth Concepts LLC (HUNTINGTON BEACH CA)
CA
06/01/2009 - 04/12/2013
MORGAN STANLEY (LOS ANGELES CA)
CA
10/24/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
04/07/2000 - 08/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/21/1999 - 03/15/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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