Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Knightly is a financial advisor who is currently registered with Cetera Advisor Networks LLC. Vanessa has been in the financial services industry since August 1, 2009. Vanessa has passed the Series 6, Series 7 and SIE exams. Prior to joining Cetera Advisor Networks LLC, Vanessa was with William Blair, Portsmouth Financial Services, EQIS Securities, LLC, Assetmark Brokerage, LLC, Capital Brokerage Corporation, Assetmark Capital Corporation and Woodbury Financial Services, Inc.
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.
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.
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CA
05/16/2024 - Present
Cetera Advisor Networks LLC (WALNUT CREEK CA)
CA
11/17/2022 - 02/23/2024
WILLIAM BLAIR (SAN FRANCISCO CA)
CA
01/17/2021 - 01/24/2022
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
02/06/2018 - 01/18/2019
EQIS SECURITIES, LLC (San Rafael CA)
CA
08/15/2014 - 06/27/2016
ASSETMARK BROKERAGE, LLC (CONCORD CA)
CA
04/01/2008 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (CONCORD CA)
CA
10/08/2007 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
CA
10/11/2004 - 08/07/2007
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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