Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Spaulding is a financial advisor with Fidelity Personal And Workplace Advisors. Vanessa has been in the industry for 15 years and is licensed to provide investment advice in Illinois and Texas. Vanessa specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Fidelity Personal And Workplace Advisors is a large financial advisory firm with offices across the country. The firm manages over $818 billion in assets.
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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2
IL
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (SCHAUMBURG IL)
IL
09/08/2006 - 09/02/2010
CHASE INVESTMENT SERVICES CORP. (MELROSE PARK IL)
BOTH
Issued 09/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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