Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Dawn De vol is an Investment Advisor Representative with Assembly Wealth. Valerie Dawn De vol has been in the industry since June 27, 2000, and is registered in California. Valerie Dawn De vol has worked for several firms including PROSPERA FINANCIAL SERVICES, INC. and PEACOCK, HISLOP, STALEY & GIVEN, INC.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/05/2007 - Present
Assembly Wealth (MILL VALLEY CA)
CA
02/23/2005 - 08/31/2016
PROSPERA FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
AZ
06/27/2000 - 02/17/2005
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
IA
Issued 09/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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