Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Toms Glass is a financial advisor with Wells Fargo Clearing Services, LLC. Vanessa has over 30 years of experience in the financial services industry, with previous roles at Ameriprise Financial Services, Inc. and American Century Investment Services Inc. Vanessa is registered to provide investment advice in 32 states and holds several licenses including Series 6, 7, 63 and 66. Vanessa's specialties include portfolio management, financial planning, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
06/19/2017 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MN
12/21/2015 - 02/07/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MO
10/31/1995 - 11/06/1997
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 01/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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