Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valarie? Claim Your ProfileValarie Jensen is an Investment Advisor Representative with UBS Financial Services Inc. based in INDIAN WELLS, CA. Valarie has been in the financial services industry since 1986. Prior to UBS Financial Services Inc., Valarie worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, Dean Witter Reynolds Inc., Kidder, Peabody & Co. Incorporated and Smith Barney, Harris Upham & Co., Incorporated. Valarie holds several licenses and registrations including Series 3, 7, 8, 9, 10, 63 and 65. Valarie is a licensed professional offering investment advice and services to individuals, businesses, corporations, and other entities.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
05/28/1999 - Present
UBS Financial Services Inc. (INDIAN WELLS CA)
NY
02/10/1997 - 04/06/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/11/1994 - 02/03/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/25/1992 - 08/12/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/16/1988 - 09/02/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/23/1986 - 09/19/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 11/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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