Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa McCabe is a registered investment advisor representative with Morgan Stanley in Northfield, NJ. Vanessa has been in the industry since 1997 and holds Series 7, 31, 63, and 65 licenses as well as the SIE. Vanessa has previously worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Vanessa specializes in providing financial planning, portfolio management for individuals, businesses and investment companies, pension consulting, and asset allocation advice. Vanessa also has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/27/2022 - Present
Morgan Stanley (Northfield NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VINELAND NJ)
NJ
01/02/1997 - 04/02/2007
MORGAN STANLEY DW INC. (VINELAND NJ)
IA
Issued 04/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/31/1996
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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