Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Alonzo is a financial advisor with over 14 years of experience in the financial services industry. Vanessa has held various roles at prominent firms like UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Vanessa is currently an Investment Advisor Representative at Steward Partners Investment Advisory, LLC, where Vanessa provides financial planning and portfolio management services to individuals, families, and businesses. Vanessa is a highly qualified advisor with a Series 7, 66, 9, 10, and 24 licenses. Vanessa is also registered as an Investment Advisor Representative in multiple states, including District of Columbia, Maryland, New Jersey, and Virginia.
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 6/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/26/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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