Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Stimac has been in the financial services industry since March 5, 1999. Vanessa is currently registered with Ameritas Advisory Services, LLC in California and Texas. Vanessa is also licensed as an independent insurance agent to sell fixed insurance products. Vanessa is a Series 7, Series 63, and Series 66 licensed professional. Vanessa has been with Ameritas Advisory Services, LLC since November 2021. Prior to joining Ameritas Advisory Services, LLC, Vanessa was employed by Carillon Investments, Inc., AXA Advisors, LLC, and Robertson Stephens, Inc. Vanessa specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans.
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.
Solicitor fees
1
2
CA
04/11/2022 - Present
Ameritas Advisory Services, LLC (SAN FRANCISCO CA)
CA
03/07/2006 - 06/30/2006
CARILLON INVESTMENTS, INC. (SAN FRANCISCO CA)
NY
04/30/2001 - 03/16/2006
AXA ADVISORS, LLC (NEW YORK NY)
CA
10/15/1998 - 12/08/2000
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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