Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vesta? Claim Your ProfileVesta Marie Pudenz is an investment advisor representative with Morgan Stanley. Vesta has been in the industry since 2002. Vesta is registered with the state of Iowa and Nebraska. Vesta also holds licenses for the state of Texas. Prior to joining Morgan Stanley, Vesta worked for Woodmen Financial Services, Inc. Vesta is a licensed Series 6, 7, 9, 10, 26, 27, 63, and 66 representative. Vesta has passed the SIE exam.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IA
03/19/2020 - Present
Morgan Stanley (West Des Moines IA)
NE
06/04/2002 - 05/25/2016
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 01/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/16/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/25/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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