Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Lynn Wineberg is a financial advisor with Raymond James Financial Services, Inc. Vanessa is registered with FINRA and the state of Alabama. Vanessa has been in the industry since 2011 and has held previous roles with Carr, Riggs & Ingram Capital Advisors, L.L.C., Raymond James & Associates, Inc., and Morgan Keegan & Company, Inc. Vanessa holds the Series 7, Series 9, and Series 63 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.
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.
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AL
11/29/2016 - Present
Raymond James Financial Services, Inc. (MONTGOMERY AL)
AL
01/28/2015 - 12/20/2016
CARR, RIGGS & INGRAM CAPITAL ADVISORS, L.L.C. (Montgomery AL)
AL
02/13/2013 - 01/23/2015
RAYMOND JAMES & ASSOCIATES, INC. (MONTGOMERY AL)
AL
11/05/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONTGOMERY AL)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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