Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie D'addona is a financial advisor with Raymond James & Associates, Inc., a firm with over 30 years of experience in the financial services industry. Valerie has been a registered representative since 1978, and her experience includes working with individuals, corporations, and institutions. Valerie D'addona's previous employment includes Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Paine Webber, Jackson & Curtis Inc. She has specialized in areas like financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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
CA
04/19/2011 - Present
Raymond James & Associates, Inc. (WESTLAKE VILLAGE CA)
CA
06/01/2009 - 05/27/2011
MORGAN STANLEY SMITH BARNEY (WESTLAKE VILLAGE CA)
CA
01/26/1981 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE VILLAGE CA)
NA
01/31/1980 - 02/23/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/02/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BC
Issued 01/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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