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Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

CHAPEL HILL, NC

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Haythorn is a financial advisor with over 11 years of experience in the industry. Vanessa is currently registered with Stifel, Nicolaus & Company, Inc. and is licensed to conduct business in several states across the US. Vanessa holds Series 3, 7, 9, 10, 31, and 66 securities licenses and the SIE exam. Vanessa holds the Certified Financial Planner designation and is a member of the Financial Planning Association.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments | CFP ® (Certifications)

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Vanessa Anne Houle is a financial advisor with Fisher Investments. Vanessa has been a financial advisor for over 19 years, specializing in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Vanessa is a Certified Financial Planner and holds Series 6, 7, 24, 51 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

D.a. Davidson & Co.

location

Claremont, CA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vanessa Sophia Sainz is a financial advisor with D.a. Davidson & Co., working from their Claremont, CA office. Vanessa has been working in the financial services industry since August 2013. Vanessa's experience is in providing financial advice and portfolio management to individual investors, businesses and institutions. Vanessa specializes in helping clients with retirement planning, investment management, and wealth management. She has experience with a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds. Vanessa is registered as a broker-dealer and an investment advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

HUNTSVILLE, AL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Renee Kraus is a registered representative with Keel Point, LLC. Vanessa holds a Series 7, Series 63 and SIE license and is currently registered in Virginia. Vanessa has been in the securities industry since March 2019. Before joining Keel Point, LLC, Vanessa was employed by BNY Mellon Securities Corporation and Pruco Securities, LLC. Vanessa is also a registered investment advisor representative in Virginia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICE TO THIRD-PARTY RIA
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

MIAMI, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Massiel Ochoa is a registered investment advisor representative with HSBC Securities (USA) Inc. Vanessa Ochoa has been in the securities industry since August 28, 2014. Vanessa Ochoa is licensed to provide securities and investment advisory services in Colorado, District of Columbia, Florida, Maryland, New York, Texas, and Virginia. Vanessa Ochoa has experience with firms such as J.P. MORGAN SECURITIES LLC and HSBC SECURITIES (USA) INC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

PASADENA, CA

0 Disclosures

ADVISOR BIO

Vanessa Burnett is a financial advisor registered with Beacon Pointe Advisors, LLC. Vanessa Burnett is a Certified Financial Planner and has been in the industry since 2008. She is active in California, Texas, and Virginia. Vanessa Burnett has experience with individual investors, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. She specializes in financial planning, portfolio management, and consulting services. Vanessa Burnett has previously worked at United Planners' Financial Services of America and NRP Financial, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Rockford, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Rae Day is a financial advisor with Robert W. Baird & Co. Inc. Vanessa has been working in the financial industry since 1999. Vanessa is registered with the state of Illinois as a Registered Representative. Vanessa has experience with various financial products and services, including investments, financial planning, and pension consulting. Vanessa is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Popular Securities, LLC

location

SAN JUAN, PR

experience

30 Years Experience

disclosure

22 Disclosures

ADVISOR BIO

Vanessa Lourdes Perez fernandez is a registered investment advisor representative with Popular Securities, LLC. Vanessa has been in the securities industry since February 23, 1995. Vanessa is licensed in California, District of Columbia, Florida, Massachusetts, New York, Puerto Rico, and Texas. Vanessa is also a registered investment advisor in Puerto Rico. Vanessa has a Series 7, Series 63, and Series 65.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning | CFP ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Vanessa McElwrath is a Certified Financial Planner with over 15 years of experience in the financial services industry. Vanessa is currently registered with Creative Planning in Texas, where she focuses on providing comprehensive financial planning and investment management services. Prior to joining Creative Planning, Vanessa worked for DFA Securities LLC in Austin, Texas. Vanessa is committed to helping clients achieve their financial goals through personalized advice and a focus on long-term financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cresset Asset Management, LLC | CFP ® (Certifications)

location

New York, NY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Yuen yin Lau is a financial advisor with over 23 years of experience in the financial services industry. Vanessa is currently registered with Cresset Asset Management, LLC in California. Vanessa has previously worked at First Republic Securities Company, LLC, Morgan Stanley, Charles Schwab & Co., Inc. and Franklin/Templeton Distributors, Inc.. Vanessa holds the Series 6, 7, 9, 10, 66 and SIE licenses. Vanessa is also a Certified Financial Planner. Vanessa specializes in providing financial planning, portfolio management, and tax services. Vanessa is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles

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