Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Elizabeth Bevan has been in the financial services industry since July 1998. Valerie is currently registered with MML Investors Services, LLC and has previously been registered with MSI Financial Services, Inc., LPL Financial LLC, Signator Investors, Inc., New England Securities and Securian Financial Services, Inc. Valerie is registered in multiple states, including California, Texas, Arizona, Colorado, Florida, Nevada, Oregon and Wisconsin. Valerie holds the Series 6, 7, 24, 63 and 66 licenses and the SIE designation. Valerie specializes in asset allocation programs, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (SACRAMENTO CA)
CA
11/08/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SACRAMENTO CA)
CA
12/05/2008 - 11/14/2013
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
01/11/2006 - 12/11/2008
SIGNATOR INVESTORS, INC. (SACRAMENTO CA)
NY
03/22/2002 - 01/04/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
10/15/1998 - 04/04/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
06/25/1998 - 10/13/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 05/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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