Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Campbell is a financial advisor with over 30 years of experience in the financial services industry. Valerie is currently registered with Wells Fargo Advisors Financial Network, LLC and has held previous positions at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Valerie offers a wide range of financial services to individuals, corporations, and other institutions, including financial planning, investment management, and retirement planning. She is also a registered representative of Wells Fargo Advisors Financial Network, LLC. Valerie holds the Series 63, Series 65, Series 7 and SIE securities licenses.
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.
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.
Investment consulting services to institutional clients
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
MD
09/07/2018 - Present
Wells Fargo Advisors Financial Network, LLC (BALTIMORE MD)
MD
07/10/2009 - 09/07/2018
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
02/12/1996 - 07/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NA
12/21/1992 - 12/29/1995
ALEX. BROWN & SONS INCORPORATED
IA
Issued 02/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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