Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Ann Fishgold is a financial advisor with over 40 years of experience in the industry. Valerie is a Certified Financial Planner® and holds Series 7, 63, and SIE licenses. Valerie is currently registered with Cambridge Investment Research Advisors, Inc. in Arizona and Texas. Previously, Valerie worked for Geneos Wealth Management, Inc. in Scottsdale, Arizona. Valerie has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Valerie provides financial planning, portfolio management, and other advisory services to her clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
08/25/2020 - Present
Cambridge Investment Research Advisors, Inc. (Scottsdale AZ)
AZ
09/25/2003 - 12/13/2018
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
CO
02/11/1992 - 10/08/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
01/20/1992 - 02/11/1992
MULTI-FINANCIAL SECURITIES CORPORATION
GA
10/11/1989 - 01/30/1992
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
10/12/1987 - 10/17/1989
LINSCO FINANCIAL GROUP, INC.
NA
07/07/1983 - 10/19/1987
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
09/10/1982 - 07/05/1983
UNIVERSITY SECURITIES CORPORATION
NA
05/25/1982 - 07/19/1982
FSC SECURITIES CORPORATION
BC
Issued 05/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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