Unclaimed
Vanessa Short is a financial advisor who is licensed to provide investment advice in Virginia and is a registered representative of Thrivent Investment Management Inc. Vanessa has a Series 7, 63 and 66 securities license. Vanessa has been working in the financial services industry for over 10 years. Prior to joining Thrivent Investment Management Inc, Vanessa worked for PFS Investments Inc. and Edward Jones. Vanessa is committed to providing her clients with personalized financial advice and guidance. She specializes in financial planning, investment management and insurance.
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.
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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2
VA
06/04/2024 - Present
Thrivent Investment Management Inc. (Culpeper VA)
CA
09/15/2023 - 01/02/2024
PFS INVESTMENTS INC. (RANCHO CUCAMONGA CA)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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