Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Tavera is a financial advisor with over 14 years of experience in the financial services industry. Vanessa has worked with several well-known financial institutions, including Charles Schwab & Co., Inc., Morgan Stanley, and TIAA-CREF Individual & Institutional Services, LLC. Vanessa is currently registered with USAA Investment Services Co. and is licensed to provide financial advice in 53 states and the District of Columbia. Vanessa is committed to providing her clients with personalized financial advice and guidance.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
TX
01/19/2024 - Present
Usaa Investment Services Co. (Plano TX)
TX
06/14/2021 - 10/20/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
FL
11/12/2020 - 05/10/2021
MORGAN STANLEY (TAMPA FL)
TX
05/28/2019 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
03/26/2014 - 04/22/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/05/2013 - 10/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
04/21/2011 - 05/07/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/09/2010 - 02/25/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
01/01/2008 - 09/01/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/29/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 04/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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