Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Pruett-urie is an Investment Advisor Representative associated with Prostatis Financial Advisors Group. Vanessa has been in the industry since 1997 and holds Series 6, 7, 63, 66, and 24 licenses. Vanessa is registered to provide investment advisory services in Maryland. Prior to joining Prostatis Financial Advisors Group, Vanessa was affiliated with several other firms including CETERA ADVISORS LLC, INVESTORS CAPITAL CORP., DEUTSCHE BANC ALEX. BROWN INC., and EDWARD JONES. Vanessa specializes in providing financial planning and portfolio management services to both individuals and high net worth individuals. Vanessa also owns Gladway Homes, a real estate business that is not investment related.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
10/20/2023 - Present
Prostatis Financial Advisors Group (Hanover MD)
MD
09/12/2005 - 10/17/2018
CETERA ADVISORS LLC (BALTIMORE MD)
MA
05/15/2003 - 09/09/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
01/13/2001 - 06/08/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
11/12/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
MO
06/17/1999 - 10/11/1999
EDWARD JONES (ST. LOUIS MO)
MD
12/24/1997 - 07/23/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Vanessa Pruett-urie is the right advisor for you? Invested Better is here to help.
