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Valerie Ann Dolhare

Barings Securities LLC

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About Valerie Ann Dolhare

Valerie Dolhare is a financial advisor with Barings Securities LLC, a registered investment advisor. Valerie has been in the industry since 2014. Valerie has a Series 7, Series 3 and Series 63 license. Valerie is registered in 52 states. Valerie's previous employment was with WELLS FARGO SECURITIES, LLC.

Firm Information

Valerie Dolhare is currently registered with Barings Securities LLC. Barings Securities LLC, established in 2011, is a Limited Liability Company headquartered in the United States. The firm is registered with the SEC and holds licenses in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Valerie Dolhare’s Registration & Firm History

NC

06/21/2018 - Present

Barings Securities LLC (CHARLOTTE NC)

NC

09/08/2014 - 06/08/2018

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 06/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2018

Series 3 - National Commodity Futures Examination

BC

Issued 09/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valerie Ann Dolhare.
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