Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Sredzinski is an investment advisor representative at Executive Wealth Management, LLC, where Vanessa is a registered representative and has been with the firm since August 2017. Vanessa is also registered as an Investment Advisor Representative in Arizona, California, Illinois, Michigan, Missouri, North Carolina, Ohio, South Carolina, Texas, and Washington. Vanessa has a Series 65 license and is a Chartered Financial Consultant. Vanessa has been providing investment advisory services to individuals, high-net-worth individuals, corporations, trusts, 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.
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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MI
12/13/2023 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
IA
Issued 07/01/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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