Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Bernadine has been in the financial services industry since May 30, 2022, and is currently registered with Raymond James & Associates, Inc. Vanessa has a Series 7, Series 63, Series 99 and SIE license. Vanessa is a financial advisor at the Washington, DC branch office of Raymond James & Associates, Inc. In the past, Vanessa worked at MORGAN STANLEY & CO. LLC, EQUITYBEE SECURITIES, LLC, and GOLDMAN SACHS & CO. LLC. Vanessa is an active member of the financial services industry and is committed to providing her clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DC
10/26/2023 - Present
Raymond James & Associates, Inc. (WASHINGTON DC)
MD
03/15/2023 - 08/22/2023
MORGAN STANLEY & CO. LLC (Baltimore MD)
CA
04/04/2022 - 11/01/2022
EQUITYBEE SECURITIES, LLC (PALO ALTO CA)
DC
11/15/2021 - 04/14/2022
GOLDMAN SACHS & CO. LLC (WASHINGTON DC)
BC
Issued 08/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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