Unclaimed
Valerie Sansone is a registered representative with Guggenheim Funds Distributors, LLC. Valerie has been in the financial services industry since April 1998. Valerie holds Series 6, 7, 63 and SIE licenses. Valerie is registered with the state of Illinois and is currently active in the state.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Index licensing fee
1
2
IL
04/28/1998 - Present
Guggenheim Funds Distributors, LLC (Lisle IL)
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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