Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Ann Swetkis is a registered representative with LPL Financial LLC and has been in the financial industry since 2015. Valerie has Series 6, 7, 63, and 66 licenses and holds a SIE designation. Valerie has experience with Key Investment Services LLC and KeyBank, where she provided investment and financial services. Valerie is currently also a licensed relationship banker with Northwest Bank. Valerie provides advisory services to high-net-worth individuals, corporations, pension plans, and charitable organizations. Valerie also provides financial planning services and consults on various other financial topics.
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.
1
2
PA
09/09/2024 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
09/21/2016 - 04/24/2024
KEY INVESTMENT SERVICES LLC (INGOMAR PA)
PA
09/29/2015 - 09/21/2016
LPL FINANCIAL LLC (INGOMAR PA)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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