Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valeri? Claim Your ProfileValeri Boclair is a financial professional with over 27 years of experience in the financial services industry. Valeri is registered with Bryn Mawr Capital Management, LLC as an Investment Advisor Representative. Valeri is also licensed in Pennsylvania. Prior to joining Bryn Mawr Capital Management, LLC, Valeri was employed by Vanguard Marketing Corporation in Malvern, PA. Valeri's experience includes working with various client types, including high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Valeri specializes in providing financial planning, portfolio management, and selection of other advisors. Valeri's current registrations allow Valeri to offer investment advisory services in the state of Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
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2
PA
07/02/2024 - Present
Bryn Mawr Capital Management, LLC (Berwyn PA)
PA
11/10/1995 - 12/31/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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