Vanessa Quintal, financial advisor Sarasota FL
93 score

Vanessa Quintal

CRD Number: 5418441
Current Firm: Prudential Financial Planning Services

Vanessa Quintal (CRD# 5418441) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sarasota, FL and has over 3 years of experience in the finance industry. Vanessa Quintal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pruco Securities LLC Sarasota, FL Feb 2014 - Current 2
Wealth Protection Strategies Sarasota, FL Feb 2014 - Current 2
Homemaker Bradenton, FL Sep 2013 - Feb 2014 < 1
Bmo Harris Fin'l Advisors Bradenton, FL Aug 2012 - Sep 2013 1
M&i Financial Advisors Bradenton, FL Dec 2011 - Aug 2012 < 1
Homemaker Parrish, FL May 2011 - Dec 2011 < 1
Brian Palmer Cpa Sarasota, FL Jan 2011 - May 2011 < 1
Homemaker Parrish, FL Jul 2009 - Jan 2011 1
Wachovia Securities, LLC Bradenton, FL Jan 2008 - Jul 2009 1
Wachovia Securities, LLC Bradenton, FL Jan 2008 - Jul 2009 1
A. G. Edwards & Sons, Inc. Bradenton, FL Sep 2007 - Jan 2008 < 1
Ceridian St. Petersburg, FL May 2000 - Sep 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Vanessa L. Quintal
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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