Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Harrison is a financial advisor with over 10 years of experience in the industry. Valerie currently works at J.P. Morgan Securities LLC and is registered with FINRA and the state of California. Valerie holds Series 6, Series 63, and SIE licenses. Prior to joining J.P. Morgan Securities LLC, Valerie worked at Chase Investment Services Corp. Valerie provides financial advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (BONITA CA)
CA
05/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BONITA CA)
BC
Issued 06/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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