Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Kilpatrick is a financial advisor who has been in the industry since 1996. Valerie is currently registered with Brookfield Oaktree Wealth Solutions LLC and has previously been registered with firms such as Quasar Distributors, LLC, Brookfield Private Advisors LLC, Independent Brokerage Solutions LLC, HRC Fund Associates, LLC, Fred Alger & Company, Incorporated, and Carey Financial Corporation. Valerie is licensed to provide investment advice in all 50 states.
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.
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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NY
12/22/2021 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
02/05/2018 - 12/31/2021
QUASAR DISTRIBUTORS, LLC (New York NY)
NY
03/17/2021 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (New York NY)
NY
10/10/2019 - 12/22/2021
INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)
NY
10/05/2009 - 02/02/2018
HRC FUND ASSOCIATES, LLC (NEW YORK NY)
NY
11/04/1997 - 08/31/2009
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NY
07/29/1996 - 11/18/1997
CAREY FINANCIAL CORPORATION (NEW YORK NY)
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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