Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valcarrie? Claim Your ProfileValcarrie Bingel is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 12 years of experience in the financial services industry. Valcarrie has held previous positions at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Valcarrie holds licenses including Series 7, Series 66 and Series 7TO and is registered to provide investment advice in Alaska and Texas. Valcarrie specializes in retirement planning, portfolio management, and estate planning. Valcarrie is also an active member of the Juneau Off Road Association (JORA).
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
08/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
AK
01/03/2011 - 07/11/2011
WELLS FARGO ADVISORS, LLC (JUNEAU AK)
AK
03/20/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (JUNEAU AK)
BOTH
Issued 07/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Valcarrie Bingel is the right advisor for you? Invested Better is here to help.
