Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Krebs is a registered representative with Golden State Wealth Management, LLC. She is licensed to provide securities and investment advisory services in California. Valerie has been in the financial services industry since 2012. She has extensive experience in the field, having worked for firms like J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Valerie is dedicated to providing personalized financial planning and wealth management solutions to individuals, families, and businesses.
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.
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.
Financial planning fee
1
2
CA
07/11/2024 - Present
Golden State Wealth Management, LLC (SANTA ROSA CA)
CA
11/09/2018 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)
CA
10/01/2012 - 11/23/2018
J.P. MORGAN SECURITIES LLC (SANTA ROSA CA)
CA
05/21/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANTA ROSA CA)
BOTH
Issued 04/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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