Vanessa Aldape (CRD# 5967528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orland Park, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | Denver, CO | Feb 2019 - Current | 5 |
| Megent Financial | Orland Park, IL | Nov 2016 - Current | 7 |
| Lpl Financial, LLC | Orland Park, IL | Nov 2016 - Feb 2019 | 2 |
| Opus Wealth Management Group Dba Megent Financial | Orland Park, IL | Nov 2016 - Feb 2019 | 2 |
| Metlife Securities | Orland Park, IL | Jun 2015 - Nov 2016 | 1 |
| Waddell & Reed, Inc. | Orland Park, IL | Mar 2013 - Jun 2015 | 2 |
| Various Insurance Carriers For W & R Insurance Agencies | Orland Park, IL | Mar 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- IL
- IN
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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