Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Lutjens is a registered representative at Register Financial Advisors, LLC. Valerie has been in the industry since 1999 and specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Valerie holds Series 6, 7, 63 and 65 licenses. Valerie has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and SouthTrust Securities, Inc.
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.
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.
1
2
GA
03/02/2012 - Present
Register Financial Advisors, LLC (ATLANTA GA)
GA
10/23/2009 - 09/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
10/08/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
AL
09/18/2000 - 02/09/2001
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
MA
11/12/1998 - 07/28/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 06/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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