Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Marie Alonzo is a financial advisor with Steward Partners Investment Advisory, LLC. Vanessa is a registered investment advisor in 56 states and the District of Columbia. Vanessa's specializations include providing financial planning, investment advisory, and selection of other advisors for individuals and businesses. Vanessa has been working in the financial services industry since September 2009. Vanessa has held previous positions at UBS Financial Services Inc., Wells Fargo Advisors, LLC, and UBS Bank USA. Vanessa's goal is to provide 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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VA
05/04/2023 - Present
Steward Partners Investment Advisory, LLC (McLean VA)
VA
06/13/2012 - 05/10/2023
UBS FINANCIAL SERVICES INC. (McLean VA)
NY
06/07/2010 - 02/08/2012
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NJ
04/27/2009 - 06/03/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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