Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vinessa? Claim Your ProfileVinessa Grace Russoniello is a financial advisor currently working at Fidelity Personal And Workplace Advisors. Vinessa has been a registered representative for 18 years. Vinessa is registered with the state of Pennsylvania and 52 other states, and also holds Series 66, Series 7 and SIE licenses. Previously, Vinessa was employed at Fidelity Brokerage Services LLC, Morgan Stanley, Morgan Stanley Smith Barney, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and FAM Distributors, Inc. Vinessa is a Certified Financial Planner.
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.
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.
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
PA
10/20/2023 - Present
Fidelity Personal AND Workplace Advisors (VILLANOVA PA)
PA
06/29/2018 - 03/03/2023
FIDELITY BROKERAGE SERVICES LLC (VILLANOVA PA)
NJ
11/20/2012 - 06/19/2018
MORGAN STANLEY (MT. LAUREL NJ)
NJ
08/18/2010 - 10/10/2011
MORGAN STANLEY SMITH BARNEY (LAWRENCEVILLE NJ)
NJ
11/22/2008 - 08/24/2010
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
NJ
04/25/2006 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
11/02/2005 - 04/28/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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