Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valarie? Claim Your ProfileValarie Vasiliki Minetos is a financial advisor with LPL Financial LLC in HOUSTON, TX. Valarie has been in the industry since 2018. Valarie has also been previously registered with PRUCO SECURITIES, LLC. Valarie is licensed to provide investment advice in Texas and is registered with the state of Texas. Valarie holds the Series 6, Series 63, and Series 65 licenses. Valarie is also a registered representative with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/05/2023 - Present
LPL Financial LLC (HOUSTON TX)
TX
02/08/2018 - 01/23/2023
PRUCO SECURITIES, LLC. (HOUSTON TX)
IA
Issued 05/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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