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 Kovac is a registered representative with Ameriprise Financial Services, LLC. Valerie has been in the securities industry since October 14, 2011. She has previously worked at USA FINANCIAL SECURITIES CORPORATION and USA ADVANCED PLANNERS INC. Valerie is licensed in Alabama, California, Florida, Georgia, Indiana, Michigan, Minnesota and Virginia. Valerie offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Valerie is a board member of Kovac.
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 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.
A percentage of the total value of assets under management is charged.
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2
MI
06/08/2022 - Present
Ameriprise Financial Services, LLC (GRAND RAPIDS MI)
MI
04/30/2019 - 06/16/2020
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
MI
03/03/2010 - 12/20/2010
USA ADVANCED PLANNERS INC. (GRAND RAPIDS MI)
MI
04/03/2003 - 02/12/2010
AMERIPRISE FINANCIAL SERVICES, INC. (HUDSONVILLE MI)
MN
04/03/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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