Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vedonna? Claim Your ProfileVedonna Romo is a financial advisor with Northwestern Mutual Investment Services, LLC. Vedonna is a licensed financial advisor in 25 states. Vedonna obtained her Series 6, Series 26 and Series 63 licenses in 2017. She also passed the SIE exam in 2018. Vedonna has been in the financial services industry since 2017. Vedonna is located at the Northwestern Mutual Investment Services branch office in Ontario, California.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
CA
06/12/2017 - Present
Northwestern Mutual Investment Services, LLC (Ontario CA)
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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