Unclaimed
Valerie Chaisson Rust is a registered representative with PFS Investments Inc. Valerie has been working in the financial services industry since 2013. She has a Series 6, Series 63, and Series 6TO license. Valerie specializes in providing financial advice and portfolio management for individuals. Previously, Valerie was registered with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in Indiana and with UNUM Sales Corporation in Maine.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
ME
05/20/2019 - Present
PFS Investments Inc. (WINDHAM ME)
IN
03/16/1998 - 07/05/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/16/1998 - 07/05/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
ME
02/18/1994 - 10/04/1996
UNUM SALES CORPORATION (PORTLAND ME)
BC
Issued 11/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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