Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Taylor is a registered representative with UBS Financial Services Inc. and has been in the industry since August 2020. Vanessa is licensed in Washington and Nevada. Vanessa's previous employment included working for CHARLES SCHWAB & CO., INC. in Spokane, WA. Vanessa specializes in a variety of financial services including financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Vanessa's professional certifications include the Series 63, 66, 7TO, 9, 10, and SIE examinations. Vanessa is located at the UBS Financial Services Inc. branch office in Nashville, TN.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
03/17/2023 - Present
UBS Financial Services Inc. (NASHVILLE TN)
WA
08/13/2020 - 01/27/2023
CHARLES SCHWAB & CO., INC. (Spokane WA)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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