Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Campanella is an investment advisor representative with Rockefeller Financial LLC. Veronica is a CERTIFIED FINANCIAL PLANNER™ professional. Veronica has been in the financial services industry since September 15, 2019. Veronica has a total of 34 years of experience. Veronica is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Veronica is also registered as an investment advisor representative in 34 states and the District of Columbia. Veronica offers a range of financial planning services to individuals, families, and businesses. These services include retirement planning, college savings planning, estate planning, and insurance planning. Veronica also specializes in working with high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/25/2022 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
03/20/2020 - 02/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
CA
09/21/2018 - 03/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
BOTH
Issued 10/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Veronica Campanella is the right advisor for you? Invested Better is here to help.
