Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Rheanne Hamilton is a financial professional with over 5 years of experience in the financial services industry. She is currently registered with Emerson Equity LLC and has held previous positions with Cabot Lodge Securities LLC and Shopoff Securities, Inc. Vanessa has a broad range of experience in alternative investments, including DSTs and land programs, and is adept at providing operations and sales support. Vanessa has held positions at both Shopoff Realty Investments and CL Wealth Management LLC. Vanessa is a Series 63, 65 and 24 licensed professional and also holds the Series 7 and SIE licenses. Vanessa Hamilton is passionate about helping clients achieve their financial goals. She is a dedicated and experienced financial professional who is committed to providing her clients with the highest level of service.
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.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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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2
CA
05/22/2024 - Present
Emerson Equity LLC (Irvine CA)
IL
06/19/2018 - 03/31/2022
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
CA
12/21/2017 - 06/18/2018
SHOPOFF SECURITIES, INC. (IRVINE CA)
IA
Issued 03/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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