Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Pamphile is a registered representative with Morgan Stanley, based in Red Bank, NJ. Valerie has been in the financial services industry for over 30 years. She is licensed in several states and holds a variety of industry certifications, including Series 66, Series 63, Series 9, Series 7, and SIE. Valerie has previously worked at CITIGROUP GLOBAL MARKETS INC. and TUCKER ANTHONY INCORPORATED. Valerie can assist clients with financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/25/2016 - Present
Morgan Stanley (Red Bank NJ)
NJ
04/25/1997 - 01/20/2012
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
MA
12/21/1992 - 04/16/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 11/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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