Vanessa Inesti
Professional summary
Vanessa Inesti, who also goes by Vanessa Singh Recalde, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Hauppauge, New York and BANKERS LIFE SECURITIES, INC. located in Hauppauge, New York.
Vanessa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Vanessa has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vanessa Inesti's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1393 Vets Mem Hwy, Ste 403s, Hauppauge, NY 11788May 20, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1393 Veterans Memorial Hwy Suite 403, Hauppauge, NY 11788Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/7/2025)
(6/7/2021)
(6/7/2021)
Exams
Series 6TO
Date: 5/20/2021
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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