Vanessa Aldape, financial advisor Orland Park IL
90 score

Vanessa Aldape

CRD Number: 5967528
Current Firm: Msi Financial Services, Inc.

Vanessa Aldape (CRD# 5967528) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Orland Park, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Orland Park, IL Jun 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Orland Park, IL Mar 2013 - Jun 2015 2
Waddell & Reed, Inc. Orland Park, IL Mar 2013 - Jun 2015 2
Metlife Securities, Inc. Orland Park, IL Jul 2011 - Mar 2013 1
Marquette Bank Orland Park, IL Nov 2009 - Jul 2011 1
Unemployed Orland Park, IL Sep 2009 - Nov 2009 < 1
Charlotte Russe Bolingbrook, IL Oct 2005 - Sep 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Vanessa Aldape
Phone Number: 800-638-8378
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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