Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Quintal is a financial advisor with over 10 years of experience in the financial services industry. Vanessa is a Certified Financial Planner™ professional and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Vanessa has a particular interest in helping clients with retirement planning and investment management. Vanessa is currently registered with Concurrent Investment Advisors, LLC and is also affiliated with Ennistymon and Quintal Landholdings LLC. Vanessa has been active in the financial services industry since November 27, 2013 and holds Series 66, Series 7, and SIE licenses.
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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2
FL
05/11/2023 - Present
Concurrent Investment Advisors, LLC (Bradenton FL)
FL
05/16/2022 - 05/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bradenton FL)
FL
03/27/2018 - 11/03/2020
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD RANCH FL)
FL
03/12/2014 - 04/11/2017
PRUCO SECURITIES, LLC. (SARASOTA FL)
FL
08/21/2012 - 09/04/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (BRADENTON FL)
FL
01/01/2008 - 07/22/2009
WELLS FARGO ADVISORS, LLC (BRADENTON FL)
FL
11/01/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BRADENTON FL)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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