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 Truist Advisory Services, INC. in Acworth, GA. Valerie has been in the financial services industry since 1991 and has a wide range of experience working with various clients and firms. Valerie is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Valerie Clayton's previous experience includes roles at BB&T Securities, LLC, BB&T Investment Services, INC., State Farm VP Management Corp., Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, IFG Network Securities, INC., Prudential Securities Incorporated, PaineWebber Incorporated, Keogler, Morgan & Company, INC., NationsBanc Securities, INC., NationsBanc Securities of Georgia, INC., and Chatfield Dean & Co., INC. Valerie Clayton currently serves clients in Alabama, California, Connecticut, Florida, Georgia, Indiana, Louisiana, Massachusetts, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia.
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 5/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/1/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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