Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Janke is a financial advisor with LPL Financial LLC. Valerie has been working in the financial services industry since 1996. Valerie is licensed to provide financial advice in Florida, Illinois, and Texas. Valerie holds the Series 6, 7, 10, 24, 63, and 66 licenses, as well as the SIE. Valerie has experience working with clients who include: high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors. Valerie is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
07/21/2021 - Present
LPL Financial LLC (LISLE IL)
IL
02/18/2010 - 07/21/2021
WADDELL & REED (LISLE IL)
IL
11/16/2004 - 10/16/2009
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
WI
05/28/1997 - 12/10/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
02/06/1997 - 05/22/1997
MESIROW FINANCIAL, INC. (CHICAGO IL)
WI
04/29/1996 - 03/05/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
09/26/1995 - 05/02/1996
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 02/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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