Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Patricia Valero is an investment advisor representative with Ameriprise Financial Services, LLC. Marlene has been in the financial industry since 1995 and holds Series 65, 66, and 7 licenses, as well as the SIE exam. Marlene's experience includes working with individuals, businesses, trusts, estates, pension and profit-sharing plans, and insurance companies. Marlene is registered in Illinois and Texas as an investment advisor representative. She is also registered as a broker-dealer in Florida, Georgia, Illinois, Indiana, Michigan, Ohio, Pennsylvania, Texas, and West Virginia. Marlene has a strong commitment to providing her clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
07/13/2015 - Present
Ameriprise Financial Services, LLC (CHICAGO IL)
MN
02/06/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/16/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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