Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Pate is a financial professional with over 15 years of experience in the financial services industry. Valerie currently works at Schwab Wealth Advisory, Inc. and is registered as a Registered Representative (RR) in Colorado and Texas. She has been with Schwab Wealth Advisory, Inc. since 2018 and prior to that, worked at Fidelity Brokerage Services LLC. She is committed to providing comprehensive financial planning and investment management services to help clients reach their financial goals. Valerie holds the Certified Financial Planner designation and has a broad range of experience in assisting individual and business 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
04/03/2023 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
01/01/2008 - 05/11/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
TX
08/15/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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