Unclaimed
Vanessa Pinto is a financial advisor with Park Avenue Securities LLC. Vanessa has been in the financial services industry since 2014 and holds Series 7, SIE, and Series 63 licenses. Vanessa has a strong background in providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Vanessa's previous experience at Deutsche Bank Securities Inc. provides a breadth of experience in the financial services industry. Vanessa is dedicated to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/08/2023 - Present
Park Avenue Securities LLC (JERICHO NY)
NY
07/07/1998 - 03/27/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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