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 Escobar is a financial advisor with LPL Financial LLC. Valerie is a registered investment advisor in Kansas, Missouri, and Texas. Valerie has been in the industry since 2010 and has held previous roles at Arvest Asset Management, Sanders Morris Harris Inc., and New England Securities. Valerie is a Certified Financial Planner and holds Series 6, 7, and 66 licenses. Valerie's current practice focuses on providing financial planning, portfolio management, and other non-discretionary advisory services 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.
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.
1
2
MO
08/05/2024 - Present
LPL Financial LLC (KANSAS CITY MO)
OK
07/23/2012 - 06/16/2014
ARVEST ASSET MANAGEMENT (TULSA OK)
VA
03/16/2010 - 07/02/2012
SANDERS MORRIS HARRIS INC. (FAIRFAX VA)
NY
11/07/2005 - 03/22/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Valerie Escobar is the right advisor for you? Invested Better is here to help.
