Unclaimed
Vanessa Leann Cordell is a financial advisor currently registered with Edward Jones. Vanessa has been working in the financial industry since 2003. Vanessa holds the Series 7 and Series 63 licenses and is registered in Alabama, Arizona, California, Florida, Georgia, Kansas, Kentucky, Maryland, Mississippi, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, and Virginia. Vanessa is also a Registered Investment Advisor in Tennessee and Texas. Vanessa's previous experience includes working at Cetera Investment Services LLC, Great American Advisors, Inc., PrimeVest Financial Services, Inc., Invest Financial Corporation, and Raymond James Financial Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
TN
12/27/2018 - Present
Edward Jones (MCMINNVILLE TN)
SC
07/22/2014 - 07/30/2014
LPL FINANCIAL LLC (FORT MILL SC)
TN
07/16/2010 - 07/21/2014
CETERA INVESTMENT SERVICES LLC (MCMINNVILLE TN)
TN
07/22/2008 - 07/16/2010
GREAT AMERICAN ADVISORS, INC. (MC MINNVILLE TN)
AL
02/16/2006 - 12/17/2007
PRIMEVEST FINANCIAL SERVICES, INC. (MADISON AL)
WI
07/18/2003 - 06/16/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
03/27/2003 - 07/22/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 08/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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