Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Odile Wagner is a financial professional with over 19 years of experience in the financial services industry. Vanessa is currently registered with Cetera Investment Advisers LLC, a firm with a strong reputation for providing comprehensive financial planning and investment management services. Vanessa has previously held positions with TRANSAMERICA FINANCIAL ADVISORS, INC., WORLD GROUP SECURITIES, INC., AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Vanessa holds the Series 66, Series 24, Series 7, and SIE licenses, demonstrating her commitment to professional development and keeping abreast of industry regulations and best practices. Vanessa provides comprehensive financial planning, investment management, and portfolio management for individuals, businesses, and retirement plans.
Loveland, CO
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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CO
06/29/2023 - Present
Cetera Investment Advisers LLC (Loveland CO)
GA
01/06/2012 - 01/18/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
GA
06/19/2006 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DULUTH GA)
MN
04/14/2005 - 03/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/14/2005 - 03/30/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/05/2003 - 03/15/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/05/2003 - 03/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 2/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/3/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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