Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Cisneros is a financial advisor at LPL Financial LLC, a firm with over $500 billion in assets under management. Valerie has been in the financial industry since 2009. Valerie specializes in providing financial planning and investment advice to individuals, corporations, and other institutions. Valerie holds the Series 7, Series 66, 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.
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.
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CA
08/19/2020 - Present
LPL Financial LLC (SAN MATEO CA)
CA
05/30/2019 - 09/04/2020
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
CA
08/22/2017 - 02/13/2018
MORGAN STANLEY (SAN LUIS OBISPO CA)
CA
04/04/2014 - 06/12/2017
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
10/05/2009 - 03/28/2014
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BOTH
Issued 05/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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