Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valeri? Claim Your ProfileValeri Renee Lawson is a financial advisor who has been working in the industry since 1993. Valeri is currently registered with Stifel, Nicolaus & Company, Inc. as a Registered Representative and Investment Adviser Representative. Valeri holds a Series 7, Series 63, and Series 65 licenses. Previously, Valeri worked for Oppenheimer & Co. Inc. and McDonald Investments Inc. in Cleveland, Ohio. Valeri Lawson is a registered representative in 42 states, including California, Florida, Michigan, New York, Texas, and Washington.
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.
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2
MI
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
MI
11/10/2003 - 08/02/2016
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
OH
01/19/1993 - 07/23/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
09/16/1992 - 01/20/1993
FMB INVESTMENT SERVICES (HOLLAND MI)
IA
Issued 03/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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