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Valerie Anna Boccanfuso

Alliance-ONE Investments, LLC

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About Valerie Anna Boccanfuso

Valerie Anna Boccanfuso is a financial professional with over 20 years of experience in the financial services industry. Valerie is currently registered with Alliance-ONE Investments, LLC, a firm with over 20 years of experience in the financial services industry. Valerie's experience includes roles at MetLife Investors Distribution Company, MetLife Securities Inc., New England Securities, and Metropolitan Life Insurance Company. Valerie has Series 6, Series 26 and SIE licenses.

Firm Information

Valerie Boccanfuso is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Valerie Boccanfuso’s Registration & Firm History

OK

08/11/2017 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

RI

09/23/2008 - 08/11/2017

METLIFE INVESTORS DISTRIBUTION COMPANY (WARWICK RI)

RI

07/11/2001 - 06/26/2015

METLIFE SECURITIES INC. (WARWICK RI)

RI

02/21/2014 - 01/02/2015

NEW ENGLAND SECURITIES (WARWICK RI)

RI

07/11/2001 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WARWICK RI)

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Licenses & Designations

BC

Issued 04/21/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valerie Anna Boccanfuso.
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