Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Freiberg-adjemov is a financial advisor who has been working in the industry since 2002. Valerie is currently registered with Fidelity Personal AND Workplace Advisors. Valerie has a wide range of experience, having previously worked with LPL Financial LLC, John Hancock Distributors LLC, Allstate Distributors, L.L.C., Essex National Securities, Inc., and Greenpoint Securities LLC. Valerie is licensed to offer investment advice in several states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Kentucky, Maine, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
10/13/2010 - 12/05/2012
LPL FINANCIAL LLC (ARDSLEY NY)
MA
04/08/2009 - 08/16/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IL
09/13/2006 - 10/24/2008
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
MA
12/07/2005 - 09/14/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
03/15/2005 - 03/07/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/02/2004 - 08/16/2004
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
09/17/2001 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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