Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Gery is a registered investment advisor in Colorado and has been in the industry since 2000. Valerie is currently affiliated with Janus Henderson Distributors US LLC. Previously, Valerie was affiliated with PWMCO, LLC, Calamos Financial Services LLC, and Goldman, Sachs & Co. Valerie holds Series 63, Series 7, and SIE licenses.
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.
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.
1
2
CO
01/30/2009 - Present
Janus Henderson Distributors US LLC (DENVER CO)
IL
10/16/2007 - 12/31/2008
PWMCO, LLC (CHICAGO IL)
IL
06/08/2005 - 09/11/2007
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NY
09/12/2000 - 05/26/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Valerie Gery is the right advisor for you? Invested Better is here to help.
