Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Boisvert is a financial professional with over 30 years of experience in the industry. Valerie is currently registered with Cetera Investment Advisers LLC. Valerie holds a Series 7, 9, 10, 24, 52, 53, and 66 license and has worked for several firms throughout her career, including Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wedbush Morgan Securities Inc., and TIAA-CREF Individual & Institutional Services, LLC. Valerie provides a range of financial services, including portfolio management, financial planning, and pension consulting.
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.
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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 08/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/23/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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