Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Venessa? Claim Your ProfileVenessa Van schalkwyk is an investment advisor representative at LPL Financial LLC. Venessa is a registered representative with 16 years of experience in the financial industry. Venessa works with individuals, families, and businesses to provide financial planning, investment management, and insurance services. Venessa is committed to helping clients achieve their financial goals. She holds the Series 6, 7, 63, and 65 licenses. Prior to joining LPL Financial LLC, Venessa was an investment advisor representative at MML Investors Services, LLC, MSI Financial Services, INC., and National Planning Corporation.
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.
Consulting and other non-discretionary advisory services
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
MO
07/25/2022 - Present
LPL Financial LLC (CLAYTON MO)
MO
03/25/2017 - 07/26/2022
MML INVESTORS SERVICES, LLC (Chesterfield MO)
IL
02/28/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Glen Carbon IL)
IL
10/07/2013 - 11/11/2016
NATIONAL PLANNING CORPORATION (O'FALLON IL)
IL
11/21/2007 - 10/18/2011
METLIFE SECURITIES INC. (EDWARDSVILLE IL)
IA
Issued 10/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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