Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Aileen Boisvert is a financial advisor with Cetera Investment Advisers LLC. Valerie has been working in the financial industry for over 30 years and has experience in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. Valerie is registered to provide investment advisory services in Colorado and Texas. Valerie has held previous positions at Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, U.S. Bancorp Investments, Inc., Portfolio Brokerage Services, Inc., Wedbush Morgan Securities Inc., TIAA-CREF Individual & Institutional Services, LLC, Charles Schwab & Co., Inc., Computershare Securities Corporation, Banc One Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Invest Financial Corporation, Dain Bosworth Incorporated, and Rauscher Pierce Refsnes, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
06/09/2014 - 06/02/2015
CETERA ADVISOR NETWORKS LLC (DENVER CO)
CO
06/09/2014 - 06/02/2015
CETERA FINANCIAL SPECIALISTS LLC (DENVER CO)
CO
06/09/2014 - 06/02/2015
CETERA INVESTMENT SERVICES LLC (DENVER CO)
CO
11/29/2011 - 04/04/2014
U.S. BANCORP INVESTMENTS, INC. (LAKEWOOD CO)
IL
02/18/2011 - 11/29/2011
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
CO
04/04/2006 - 06/09/2009
WEDBUSH MORGAN SECURITIES INC. (DENVER CO)
CO
09/14/2005 - 03/23/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
04/13/2004 - 09/12/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
01/10/2003 - 10/30/2003
COMPUTERSHARE SECURITIES CORPORATION (CHICAGO IL)
IL
09/17/2002 - 01/16/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
12/10/1998 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/09/1998 - 11/05/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/23/1994 - 12/12/1997
CHARLES SCHWAB & CO., INC.
WI
05/20/1993 - 03/16/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/14/1989 - 05/06/1993
DAIN BOSWORTH INCORPORATED
NA
11/21/1986 - 04/03/1989
RAUSCHER PIERCE REFSNES, INC.
BOTH
Issued 8/4/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/16/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 3/23/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Valerie Boisvert is the right advisor for you? Invested Better is here to help.
