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Vanessa Fabiola Echeverria

LPl Enterprise, LLC

North Bethesda, MD

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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-11-14
  • MD RA
    APPROVED
    Since 2024-11-14

Branch Locations

909 Rose Avenue Suite 650, North Bethesda, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities Llc North Bethesda MD 07/2024 11/2024
The Prudential Insurance Company Of America North Bethesda MD 07/2024 Present
Ameriprise Financial Llc Minneapolis MN 07/2016 06/2023
Stoneford Advisors Boston MA 07/2023 05/2024
Lpl Enterprise, Llc North Bethesda MD 11/2024 Present
  • 07/2024 → 11/2024
    Pruco Securities Llc
    North Bethesda, MD
  • 07/2024 → Present
    The Prudential Insurance Company Of America
    North Bethesda, MD
  • 07/2016 → 06/2023
    Ameriprise Financial Llc
    Minneapolis, MN
  • 07/2023 → 05/2024
    Stoneford Advisors
    Boston, MA
  • 11/2024 → Present
    Lpl Enterprise, Llc
    North Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-16
S63 Uniform Securities Agent State Law Examination 2016-07-29
  • S65 Uniform Investment Adviser Law Examination
    2016-12-16
  • S63 Uniform Securities Agent State Law Examination
    2016-07-29
Designations
Other Names
  • Vanessa F Echeverria
  • Vanessa Fabiola Echeverria

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLASSMAN WEALTH SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
PROFIT INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ORTMAN FINANCIAL PLANNING

Other Investors

Brian SCOTT Ewers
STACEE BAIN CRITTENDEN
SYED ABDUL RUMIN
Matthew EVERETT Bosley
Craig ARGENT Dell
DIEGO J DOMINGUEZ
Grant Patrick Furnary
Carson Knight

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD
GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD
CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD
GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD
EDWARD JONES · Rockville, MD

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