Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Ollervides is a financial advisor who has been active in the industry since 2011. Vanessa is currently registered with J.p. Morgan Securities LLC and is located in Lewisville, Texas. She holds several professional certifications, including the Series 6, Series 63 and Series 6TO exams. Vanessa's previous experience includes working as a financial advisor at Chase Investment Services Corp. She provides financial services to individuals, corporations, and other business entities. Vanessa also has expertise in investment company products and variable contracts, as well as financial planning and portfolio management.
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
TX
10/04/2023 - Present
J.p. Morgan Securities LLC (LEWISVILLE TX)
TX
10/01/2012 - 07/10/2019
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BC
Issued 10/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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