Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Miller is a financial advisor with over 14 years of experience in the financial services industry. Valerie is currently registered with Fidelity Brokerage Services LLC and is licensed to provide investment advice in all 50 states. Prior to joining Fidelity, Valerie worked at Vanguard Marketing Corporation for over 13 years. Valerie holds the Series 6, 7, and 63 licenses as well as the SIE exam.
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.
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CA
05/09/2022 - Present
Fidelity Brokerage Services LLC (NEWPORT BEACH CA)
PA
03/11/2008 - 04/18/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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