Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valeri? Claim Your ProfileValeri Bishop is a financial advisor with over 27 years of experience in the industry. Valeri is currently registered with LPL Financial LLC and Wellspring Wealth Management LLC. Valeri is also a Registered Investment Advisor with Wellspring Wealth Management LLC and Planmark Capital Management LLC. Valeri has a wide range of experience in the financial services industry, including investment advisory, investment adviser representative, and compliance/supervision services. Valeri is dedicated to providing clients with personalized financial advice and guidance to help 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.
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
GA
04/24/2018 - Present
LPL Financial LLC (ALPHARETTA GA)
GA
08/19/2016 - 09/22/2017
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
04/18/1996 - 04/13/2016
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
MN
01/25/1996 - 04/08/1996
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NA
04/03/1995 - 01/23/1996
BANK SOUTH INVESTMENT SERVICES, INC.
TX
02/01/1995 - 04/07/1995
BHCM INC. (HOUSTON TX)
VA
10/06/1994 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NJ
04/13/1994 - 10/20/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CO
12/15/1993 - 01/04/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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