Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Michelle Williams joseph is a financial advisor with J.p. Morgan Securities LLC. Vanessa has been in the financial industry since 1999 and has worked at various firms, including Securities America, Inc., NBC Securities, Inc., ProEquities, Inc., SouthTrust Securities, Inc., and PaineWebber Incorporated. Vanessa holds several licenses, including Series 7, Series 24, Series 4, Series 52TO, Series 53, and Series 66. Vanessa also holds licenses in all 50 states, the District of Columbia, and Puerto Rico. Vanessa specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Vanessa is committed to providing her clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/17/2015 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
CA
09/26/2005 - 07/21/2008
SECURITIES AMERICA, INC. (SAN DIEGO CA)
AL
07/14/2004 - 09/20/2005
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
05/15/2001 - 07/07/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
10/27/1999 - 05/07/2001
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NJ
08/20/1998 - 10/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2003
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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