Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Trevino is a financial professional with Hilltop Securities Inc. Vanessa is a registered representative with FINRA and a licensed representative in the state of Texas. Vanessa has a Municipal Securities Representative Examination (Series 52TO), Municipal Advisor Representative Qualification Exam (Series 50), and Securities Industry Essentials Examination (SIE) license. Vanessa is a specialist in Fixed Income, Mutual Funds, Annuities, and Options.
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.
12b-1 fees
1
2
TX
08/17/2023 - Present
Hilltop Securities Inc. (DALLAS TX)
BC
Issued 08/17/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/25/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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