Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Clayton is a financial advisor with over 30 years of experience in the industry. Valerie has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Valerie is registered with Truist Advisory Services, Inc. and holds licenses to provide investment advice in multiple states. Valerie Clayton is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (Acworth GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
10/19/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (KENNESAW GA)
IL
11/26/2003 - 10/21/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
06/12/2000 - 11/07/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
10/07/1998 - 06/15/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
GA
04/16/1997 - 09/17/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
06/01/1995 - 11/06/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/13/1993 - 06/15/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
GA
11/10/1992 - 04/21/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
03/31/1992 - 09/17/1992
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
12/21/1991 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
NY
06/25/1991 - 12/05/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
05/28/1991 - 08/13/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
11/13/1990 - 04/15/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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