Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie A. Vannelli is a registered representative with J.p. Morgan Securities LLC. Valerie is a highly experienced financial professional with over 15 years of experience in the industry. Valerie has a wide range of experience in providing financial advice and services to individuals, corporations, and institutions. Valerie is licensed to sell securities in all 50 states. Valerie is also a registered investment advisor representative in Ohio and Texas. Valerie holds the following licenses: Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65.
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
1
2
NY
01/25/2022 - Present
J.p. Morgan Securities LLC (New York NY)
OH
05/08/2012 - 02/23/2016
PNC INVESTMENTS (COLUMBUS OH)
OH
11/13/2009 - 12/08/2010
PNC INVESTMENTS (COLUMBUS OH)
OH
03/24/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
IA
Issued 12/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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